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 8-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 | $31,023 | $109,413-71.6% | $156,263-80.1% | $84,808-63.4% |
| Participation rate | 55.2% | 72.7%-17.5pp | 78.9%-23.7pp | 68.3%-13.1pp |
| Annual return | 18.17% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,085 | $2,907-62.7% | $4,333-75.0% | $2,631-58.8% |
| Participant deferral / active EE | $1,363 | $4,590-70.3% | $6,158-77.9% | $4,212-67.6% |
| Admin fee / account holder | $318 | $9,357-96.6% | $14,255-97.8% | $7,344-95.7% |