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 | $7,103 | $49,915-85.8% | $154,803-95.4% | $74,304-90.4% |
| Participation rate | 36.5% | 54.0%-17.4pp | 78.1%-41.5pp | 60.3%-23.8pp |
| Annual return | 13.17% | 34.06%-20.9pp | 58.88%-45.7pp | 29.43%-16.3pp |
| Employer contribution / active EE | $305 | $1,611-81.0% | $4,305-92.9% | $2,241-86.4% |
| Participant deferral / active EE | $421 | $2,255-81.3% | $5,540-92.4% | $3,767-88.8% |
| Admin fee / account holder | $556 | $2,189-74.6% | $14,329-96.1% | $2,969-81.3% |