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 4-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 | $15,515 | $109,881-85.9% | $150,045-89.7% | $84,808-81.7% |
| Participation rate | 53.0% | 76.1%-23.1pp | 82.3%-29.3pp | 68.3%-15.3pp |
| Annual return | 22.21% | 28.25%-6.0pp | 62.55%-40.3pp | 40.90%-18.7pp |
| Employer contribution / active EE | $898 | $3,561-74.8% | $4,693-80.9% | $2,631-65.9% |
| Participant deferral / active EE | $2,510 | $6,636-62.2% | $7,997-68.6% | $4,212-40.4% |
| Admin fee / account holder | $1,460 | $8,568-83.0% | $13,435-89.1% | $7,344-80.1% |