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 | $17,325 | $63,299-72.6% | $91,001-81.0% | $62,292-72.2% |
| Participation rate | 33.3% | 73.3%-40.0pp | 75.6%-42.3pp | 69.5%-36.2pp |
| Annual return | 14.85% | 20.99%-6.1pp | 4.60%+10.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $615 | $1,807-66.0% | $2,456-75.0% | $2,042-69.9% |
| Participant deferral / active EE | $1,063 | $2,943-63.9% | $3,547-70.0% | $3,169-66.5% |
| Admin fee / account holder | $535 | $468+14.4% | $5,417-90.1% | $479+11.6% |