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 8-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 | $15,896 | $98,750-83.9% | $149,696-89.4% | $79,858-80.1% |
| Participation rate | 25.6% | 75.8%-50.2pp | 82.5%-56.9pp | 69.6%-44.1pp |
| Annual return | 15.70% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $641 | $3,216-80.1% | $4,644-86.2% | $2,471-74.0% |
| Participant deferral / active EE | $1,318 | $5,680-76.8% | $6,842-80.7% | $3,740-64.7% |
| Admin fee / account holder | $1,683 | $6,053-72.2% | $9,309-81.9% | $5,306-68.3% |