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 | $12,545 | $56,897-78.0% | $84,750-85.2% | $62,891-80.1% |
| Participation rate | 67.6% | 68.5%-0.9pp | 76.6%-8.9pp | 69.3%-1.7pp |
| Annual return | 4.90% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.2pp |
| Employer contribution / active EE | $529 | $2,400-77.9% | $3,574-85.2% | $2,281-76.8% |
| Participant deferral / active EE | $975 | $2,709-64.0% | $3,712-73.7% | $3,203-69.5% |
| Admin fee / account holder | $4,544 | $3,581+26.9% | $5,332-14.8% | $4,296+5.8% |