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 | $21,918 | $87,870-75.1% | $113,168-80.6% | $74,304-70.5% |
| Participation rate | 26.2% | 70.7%-44.6pp | 76.6%-50.4pp | 60.3%-34.2pp |
| Annual return | 14.57% | 26.44%-11.9pp | 24.27%-9.7pp | 29.43%-14.9pp |
| Employer contribution / active EE | $843 | $2,277-63.0% | $2,975-71.7% | $2,241-62.4% |
| Participant deferral / active EE | $995 | $4,241-76.5% | $5,107-80.5% | $3,767-73.6% |
| Admin fee / account holder | $3,629 | $3,368+7.7% | $12,068-69.9% | $2,969+22.2% |