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 4-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 | $19,623 | $138,347-85.8% | $184,203-89.3% | $80,856-75.7% |
| Participation rate | 57.8% | 83.9%-26.1pp | 86.8%-29.0pp | 67.6%-9.8pp |
| Annual return | 28.21% | 20.02%+8.2pp | 28.81%-0.6pp | 35.59%-7.4pp |
| Employer contribution / active EE | $1,887 | $4,850-61.1% | $6,427-70.6% | $2,755-31.5% |
| Participant deferral / active EE | $2,862 | $7,071-59.5% | $9,131-68.7% | $4,296-33.4% |
| Admin fee / account holder | $3,915 | $10,483-62.7% | $13,901-71.8% | $6,918-43.4% |