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 | $20,156 | $86,286-76.6% | $111,297-81.9% | $85,850-76.5% |
| Participation rate | 48.4% | 73.3%-24.9pp | 77.3%-28.9pp | 69.3%-20.9pp |
| Annual return | 12.46% | 19.99%-7.5pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $530 | $2,043-74.0% | $2,731-80.6% | $2,565-79.3% |
| Participant deferral / active EE | $1,166 | $3,641-68.0% | $4,487-74.0% | $3,952-70.5% |
| Admin fee / account holder | $1,566 | $8,188-80.9% | $7,964-80.3% | $6,260-75.0% |