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 | $17,303 | $89,355-80.6% | $141,162-87.7% | $72,985-76.3% |
| Participation rate | 46.3% | 75.1%-28.8pp | 82.5%-36.2pp | 69.5%-23.2pp |
| Annual return | 31.32% | 111.85%-80.5pp | 71.39%-40.1pp | 81.00%-49.7pp |
| Employer contribution / active EE | $916 | $3,114-70.6% | $4,735-80.7% | $2,440-62.5% |
| Participant deferral / active EE | $1,833 | $5,418-66.2% | $6,709-72.7% | $3,607-49.2% |
| Admin fee / account holder | $978 | $5,958-83.6% | $10,261-90.5% | $5,124-80.9% |