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 5-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 | $20,902 | $79,944-73.9% | $98,439-78.8% | $75,163-72.2% |
| Participation rate | 28.1% | 70.4%-42.2pp | 75.2%-47.0pp | 67.2%-39.1pp |
| Annual return | 21.37% | 19.75%+1.6pp | 21.16%+0.2pp | 160.62%-139.2pp |
| Employer contribution / active EE | $697 | $2,264-69.2% | $3,048-77.1% | $2,670-73.9% |
| Participant deferral / active EE | $1,332 | $3,752-64.5% | $4,738-71.9% | $4,125-67.7% |
| Admin fee / account holder | $321 | $6,840-95.3% | $8,948-96.4% | $5,651-94.3% |