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 6-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 | $11,923 | $109,881-89.1% | $150,045-92.1% | $84,808-85.9% |
| Participation rate | 61.2% | 76.1%-14.9pp | 82.3%-21.1pp | 68.3%-7.1pp |
| Annual return | 20.30% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,102 | $3,561-69.0% | $4,693-76.5% | $2,631-58.1% |
| Participant deferral / active EE | $1,994 | $6,636-69.9% | $7,997-75.1% | $4,212-52.6% |
| Admin fee / account holder | $526 | $8,568-93.9% | $13,435-96.1% | $7,344-92.8% |