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 | $10,535 | $57,065-81.5% | $75,670-86.1% | $70,131-85.0% |
| Participation rate | 10.5% | 68.1%-57.6pp | 72.3%-61.8pp | 69.5%-59.0pp |
| Annual return | 12.81% | 23.57%-10.8pp | 27.34%-14.5pp | 73.14%-60.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $823 | $2,580-68.1% | $3,142-73.8% | $3,332-75.3% |
| Admin fee / account holder | $484 | $3,825-87.4% | $5,800-91.7% | $4,645-89.6% |