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 8-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 | $17,936 | $77,503-76.9% | $100,391-82.1% | $80,856-77.8% |
| Participation rate | 52.8% | 76.9%-24.2pp | 81.5%-28.7pp | 67.6%-14.9pp |
| Annual return | 17.74% | 37.20%-19.5pp | 49.20%-31.5pp | 35.59%-17.9pp |
| Employer contribution / active EE | $976 | $2,801-65.1% | $3,942-75.2% | $2,755-64.6% |
| Participant deferral / active EE | $1,257 | $6,820-81.6% | $8,082-84.4% | $4,296-70.7% |
| Admin fee / account holder | $1,333 | $5,897-77.4% | $7,899-83.1% | $6,918-80.7% |