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 | $19,094 | $109,881-82.6% | $150,045-87.3% | $84,808-77.5% |
| Participation rate | 42.5% | 76.1%-33.6pp | 82.3%-39.8pp | 68.3%-25.8pp |
| Annual return | 20.58% | 28.25%-7.7pp | 62.55%-42.0pp | 40.90%-20.3pp |
| Employer contribution / active EE | $812 | $3,561-77.2% | $4,693-82.7% | $2,631-69.1% |
| Participant deferral / active EE | $1,367 | $6,636-79.4% | $7,997-82.9% | $4,212-67.5% |
| Admin fee / account holder | $357 | $8,568-95.8% | $13,435-97.3% | $7,344-95.1% |