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 5-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 | $13,516 | $50,958-73.5% | $74,550-81.9% | $64,186-78.9% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.1%-24.1pp | 69.6%-24.6pp |
| Annual return | 7.83% | -1.86%+9.7pp | 32.53%-24.7pp | 7.63%+0.2pp |
| Employer contribution / active EE | $237 | $1,115-78.7% | $1,961-87.9% | $2,381-90.0% |
| Participant deferral / active EE | $444 | $2,301-80.7% | $3,108-85.7% | $3,470-87.2% |
| Admin fee / account holder | $414 | $4,223-90.2% | $5,060-91.8% | $4,888-91.5% |