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 | $17,425 | $66,098-73.6% | $101,794-82.9% | $74,304-76.5% |
| Participation rate | 24.5% | 53.8%-29.2pp | 69.2%-44.7pp | 60.3%-35.8pp |
| Annual return | 16.33% | 19.59%-3.3pp | 30.53%-14.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $648 | $1,082-40.1% | $2,289-71.7% | $2,241-71.1% |
| Participant deferral / active EE | $336 | $2,781-87.9% | $4,084-91.8% | $3,767-91.1% |
| Admin fee / account holder | $603 | $4,146-85.5% | $8,777-93.1% | $2,969-79.7% |