See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,565 | $96,956-88.1% | $70,014-83.5% | $273,961-95.8% |
| Participation rate | 21.4% | 77.1%-55.6pp | 71.8%-50.4pp | 83.0%-61.6pp |
| Annual return | 3.26% | 12.93%-9.7pp | 12.99%-9.7pp | 41.45%-38.2pp |
| Employer contribution / active EE | $210 | $3,316-93.7% | $2,338-91.0% | $4,869-95.7% |
| Participant deferral / active EE | $280 | $3,744-92.5% | $2,931-90.5% | $5,287-94.7% |
| Admin fee / account holder | $479 | $7,934-94.0% | $4,380-89.1% | $10,132-95.3% |