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 9-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 | $14,070 | $109,413-87.1% | $156,263-91.0% | $84,808-83.4% |
| Participation rate | 61.7% | 72.7%-11.0pp | 78.9%-17.2pp | 68.3%-6.6pp |
| Annual return | 14.71% | 20.18%-5.5pp | 59.47%-44.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,436 | $2,907-50.6% | $4,333-66.9% | $2,631-45.4% |
| Participant deferral / active EE | $1,226 | $4,590-73.3% | $6,158-80.1% | $4,212-70.9% |
| Admin fee / account holder | $20,270 | $9,357+116.6% | $14,255+42.2% | $7,344+176.0% |