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 | $22,103 | $95,803-76.9% | $113,168-80.5% | $84,808-73.9% |
| Participation rate | 39.4% | 72.9%-33.5pp | 76.6%-37.2pp | 68.3%-28.9pp |
| Annual return | 21.17% | 25.00%-3.8pp | 24.27%-3.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $741 | $2,360-68.6% | $2,975-75.1% | $2,631-71.8% |
| Participant deferral / active EE | $1,339 | $4,242-68.4% | $5,107-73.8% | $4,212-68.2% |
| Admin fee / account holder | $610 | $8,989-93.2% | $12,068-94.9% | $7,344-91.7% |