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 3-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 | $17,210 | $89,753-80.8% | $107,525-84.0% | $84,808-79.7% |
| Participation rate | 52.9% | 68.1%-15.2pp | 75.1%-22.2pp | 68.3%-15.5pp |
| Annual return | 22.60% | 29.48%-6.9pp | 181.32%-158.7pp | 40.90%-18.3pp |
| Employer contribution / active EE | $970 | $3,113-68.8% | $3,754-74.1% | $2,631-63.1% |
| Participant deferral / active EE | $1,662 | $4,056-59.0% | $5,116-67.5% | $4,212-60.5% |
| Admin fee / account holder | $1,506 | $7,222-79.1% | $8,919-83.1% | $7,344-79.5% |