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 10-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 | $14,578 | $86,286-83.1% | $111,297-86.9% | $85,850-83.0% |
| Participation rate | 28.3% | 73.3%-45.0pp | 77.3%-49.0pp | 69.3%-41.0pp |
| Annual return | 11.83% | 19.99%-8.2pp | 54.65%-42.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $494 | $3,641-86.4% | $4,487-89.0% | $3,952-87.5% |
| Admin fee / account holder | $5,411 | $8,188-33.9% | $7,964-32.1% | $6,260-13.6% |