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 | $13,913 | $215,361-93.5% | $171,082-91.9% | $273,961-94.9% |
| Participation rate | 12.5% | 82.0%-69.5pp | 76.7%-64.2pp | 83.0%-70.5pp |
| Annual return | 10.17% | 25.14%-15.0pp | 32.56%-22.4pp | 41.45%-31.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $20 | $5,543-99.6% | $4,797-99.6% | $5,287-99.6% |
| Admin fee / account holder | $1,380 | $10,846-87.3% | $8,520-83.8% | $10,132-86.4% |