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 7-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 | $23,452 | $109,881-78.7% | $150,045-84.4% | $84,808-72.3% |
| Participation rate | 55.1% | 76.1%-21.0pp | 82.3%-27.2pp | 68.3%-13.2pp |
| Annual return | 15.29% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $869 | $3,561-75.6% | $4,693-81.5% | $2,631-67.0% |
| Participant deferral / active EE | $2,342 | $6,636-64.7% | $7,997-70.7% | $4,212-44.4% |
| Admin fee / account holder | $3,946 | $8,568-53.9% | $13,435-70.6% | $7,344-46.3% |