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 | $33,345 | $95,803-65.2% | $113,168-70.5% | $84,808-60.7% |
| Participation rate | 21.2% | 72.9%-51.7pp | 76.6%-55.4pp | 68.3%-47.1pp |
| Annual return | 30.25% | 25.00%+5.2pp | 24.27%+6.0pp | 40.90%-10.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,019 | $4,242-76.0% | $5,107-80.0% | $4,212-75.8% |
| Admin fee / account holder | $3,323 | $8,989-63.0% | $12,068-72.5% | $7,344-54.8% |