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 | $14,020 | $58,828-76.2% | $77,999-82.0% | $62,891-77.7% |
| Participation rate | 37.7% | 71.1%-33.4pp | 75.5%-37.8pp | 69.3%-31.6pp |
| Annual return | 5.83% | 17.16%-11.3pp | 425.96%-420.1pp | 20.14%-14.3pp |
| Employer contribution / active EE | $314 | $1,672-81.2% | $2,470-87.3% | $2,281-86.2% |
| Participant deferral / active EE | $1,036 | $2,686-61.4% | $3,497-70.4% | $3,203-67.7% |
| Admin fee / account holder | $1,766 | $4,393-59.8% | $5,480-67.8% | $4,296-58.9% |