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 | $19,963 | $86,286-76.9% | $111,297-82.1% | $85,850-76.7% |
| Participation rate | 20.7% | 73.3%-52.6pp | 77.3%-56.6pp | 69.3%-48.6pp |
| Annual return | 11.12% | 19.99%-8.9pp | 54.65%-43.5pp | 318.53%-307.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $431 | $3,641-88.2% | $4,487-90.4% | $3,952-89.1% |
| Admin fee / account holder | $7,310 | $8,188-10.7% | $7,964-8.2% | $6,260+16.8% |