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 | $6,909 | $87,870-92.1% | $113,168-93.9% | $74,304-90.7% |
| Participation rate | 22.6% | 70.7%-48.1pp | 76.6%-54.0pp | 60.3%-37.7pp |
| Annual return | 15.14% | 26.44%-11.3pp | 24.27%-9.1pp | 29.43%-14.3pp |
| Employer contribution / active EE | $776 | $2,277-65.9% | $2,975-73.9% | $2,241-65.4% |
| Participant deferral / active EE | $439 | $4,241-89.6% | $5,107-91.4% | $3,767-88.3% |
| Admin fee / account holder | $1,798 | $3,368-46.6% | $12,068-85.1% | $2,969-39.4% |