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 | $14,791 | $73,933-80.0% | $96,683-84.7% | $75,163-80.3% |
| Participation rate | 18.8% | 66.4%-47.7pp | 74.3%-55.6pp | 67.2%-48.4pp |
| Annual return | 27.51% | 26.70%+0.8pp | 35.69%-8.2pp | 160.62%-133.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $614 | $3,659-83.2% | $4,878-87.4% | $4,125-85.1% |
| Admin fee / account holder | $5,285 | $5,216+1.3% | $6,730-21.5% | $5,651-6.5% |