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 5-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 | $22,554 | $109,413-79.4% | $156,263-85.6% | $84,808-73.4% |
| Participation rate | 50.0% | 72.7%-22.7pp | 78.9%-28.9pp | 68.3%-18.3pp |
| Annual return | 15.40% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,069 | $2,907-63.2% | $4,333-75.3% | $2,631-59.4% |
| Participant deferral / active EE | $1,494 | $4,590-67.5% | $6,158-75.7% | $4,212-64.5% |
| Admin fee / account holder | $371 | $9,357-96.0% | $14,255-97.4% | $7,344-95.0% |