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 | $17,323 | $63,861-72.9% | $104,607-83.4% | $79,858-78.3% |
| Participation rate | 34.6% | 64.9%-30.3pp | 74.1%-39.5pp | 69.6%-35.0pp |
| Annual return | 13.98% | 21.30%-7.3pp | 340.46%-326.5pp | 31.71%-17.7pp |
| Employer contribution / active EE | $694 | $1,588-56.3% | $2,681-74.1% | $2,471-71.9% |
| Participant deferral / active EE | $922 | $2,693-65.8% | $3,740-75.3% | $3,740-75.3% |
| Admin fee / account holder | $746 | $4,185-82.2% | $6,473-88.5% | $5,306-85.9% |