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 | $16,331 | $81,460-80.0% | $103,333-84.2% | $80,856-79.8% |
| Participation rate | 69.0% | 66.8%+2.1pp | 74.5%-5.5pp | 67.6%+1.3pp |
| Annual return | 12.70% | 25.55%-12.8pp | 24.88%-12.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $3,048 | $3,105-1.8% | $3,868-21.2% | $2,755+10.6% |
| Participant deferral / active EE | $1,192 | $3,869-69.2% | $5,057-76.4% | $4,296-72.2% |
| Admin fee / account holder | $714 | $6,566-89.1% | $8,355-91.5% | $6,918-89.7% |