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 5-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 | $2,925 | $77,899-96.2% | $149,673-98.0% | $75,163-96.1% |
| Participation rate | 61.2% | 65.6%-4.4pp | 78.8%-17.5pp | 67.2%-6.0pp |
| Annual return | 20.83% | 31.72%-10.9pp | 134.42%-113.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $423 | $3,137-86.5% | $4,818-91.2% | $2,670-84.2% |
| Participant deferral / active EE | $504 | $3,411-85.2% | $5,680-91.1% | $4,125-87.8% |
| Admin fee / account holder | $447 | $5,956-92.5% | $13,210-96.6% | $5,651-92.1% |