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 | $19,594 | $85,766-77.2% | $136,294-85.6% | $70,131-72.1% |
| Participation rate | 37.2% | 74.2%-36.9pp | 81.9%-44.7pp | 69.5%-32.3pp |
| Annual return | 17.02% | 31.45%-14.4pp | 5155.94%-5138.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $938 | $2,966-68.4% | $4,695-80.0% | $2,342-59.9% |
| Participant deferral / active EE | $1,501 | $5,051-70.3% | $6,247-76.0% | $3,332-54.9% |
| Admin fee / account holder | $3,397 | $5,420-37.3% | $9,243-63.3% | $4,645-26.9% |