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 | $30,940 | $91,552-66.2% | $133,956-76.9% | $79,858-61.3% |
| Participation rate | 44.2% | 73.3%-29.2pp | 79.8%-35.7pp | 69.6%-25.4pp |
| Annual return | 14.59% | 61.85%-47.3pp | 45.09%-30.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,147 | $2,384-51.9% | $3,919-70.7% | $2,471-53.6% |
| Participant deferral / active EE | $1,470 | $3,733-60.6% | $5,048-70.9% | $3,740-60.7% |
| Admin fee / account holder | $3,892 | $6,321-38.4% | $8,927-56.4% | $5,306-26.7% |