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 | $11,692 | $63,156-81.5% | $122,332-90.4% | $62,292-81.2% |
| Participation rate | 8.5% | 60.0%-51.5pp | 71.6%-63.1pp | 69.5%-61.0pp |
| Annual return | 27.44% | 20.61%+6.8pp | 30.27%-2.8pp | 28.90%-1.5pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $265 | $2,321-88.6% | $3,287-91.9% | $3,169-91.6% |
| Admin fee / account holder | $727 | $440+65.3% | $5,478-86.7% | $479+51.7% |