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 | $5,418 | $215,361-97.5% | $171,082-96.8% | $273,961-98.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 4.26% | 25.14%-20.9pp | 32.56%-28.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $472 | $4,967-90.5% | $4,002-88.2% | $4,869-90.3% |
| Participant deferral / active EE | $491 | $5,543-91.1% | $4,797-89.8% | $5,287-90.7% |
| Admin fee / account holder | $1,760 | $10,846-83.8% | $8,520-79.3% | $10,132-82.6% |