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 9-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 | $14,592 | $98,750-85.2% | $149,696-90.3% | $79,858-81.7% |
| Participation rate | 58.3% | 75.8%-17.4pp | 82.5%-24.1pp | 69.6%-11.3pp |
| Annual return | 18.72% | 27.43%-8.7pp | 276.60%-257.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $964 | $3,216-70.0% | $4,644-79.2% | $2,471-61.0% |
| Participant deferral / active EE | $1,864 | $5,680-67.2% | $6,842-72.8% | $3,740-50.2% |
| Admin fee / account holder | $702 | $6,053-88.4% | $9,309-92.5% | $5,306-86.8% |