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 | $7,884 | $58,512-86.5% | $84,015-90.6% | $72,985-89.2% |
| Participation rate | 58.9% | 61.2%-2.3pp | 69.0%-10.1pp | 69.5%-10.6pp |
| Annual return | 19.77% | 28.93%-9.2pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $823 | $1,163-29.2% | $1,983-58.5% | $2,440-66.3% |
| Participant deferral / active EE | $1,055 | $2,394-55.9% | $3,239-67.4% | $3,607-70.7% |
| Admin fee / account holder | $696 | $4,569-84.8% | $6,101-88.6% | $5,124-86.4% |