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 | $6,017 | $64,348-90.6% | $90,160-93.3% | $70,131-91.4% |
| Participation rate | 43.4% | 70.4%-27.0pp | 76.9%-33.5pp | 69.5%-26.1pp |
| Annual return | 30.99% | 28.13%+2.9pp | 34.88%-3.9pp | 73.14%-42.1pp |
| Employer contribution / active EE | $824 | $2,046-59.7% | $3,318-75.2% | $2,342-64.8% |
| Participant deferral / active EE | $1,549 | $4,389-64.7% | $5,288-70.7% | $3,332-53.5% |
| Admin fee / account holder | $1,854 | $3,944-53.0% | $5,943-68.8% | $4,645-60.1% |