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 | $7,666 | $99,341-92.3% | $84,750-91.0% | $273,961-97.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.91% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.5pp |
| Employer contribution / active EE | $836 | $4,214-80.2% | $3,574-76.6% | $4,869-82.8% |
| Participant deferral / active EE | $961 | $4,269-77.5% | $3,712-74.1% | $5,287-81.8% |
| Admin fee / account holder | $3,180 | $6,644-52.1% | $5,332-40.4% | $10,132-68.6% |