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 6-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 | $27,011 | $138,347-80.5% | $184,203-85.3% | $80,856-66.6% |
| Participation rate | 61.5% | 83.9%-22.3pp | 86.8%-25.3pp | 67.6%-6.1pp |
| Annual return | 15.50% | 20.02%-4.5pp | 28.81%-13.3pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,022 | $4,850-58.3% | $6,427-68.5% | $2,755-26.6% |
| Participant deferral / active EE | $2,882 | $7,071-59.2% | $9,131-68.4% | $4,296-32.9% |
| Admin fee / account holder | $1,477 | $10,483-85.9% | $13,901-89.4% | $6,918-78.6% |