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 | $20,721 | $86,929-76.2% | $102,423-79.8% | $80,856-74.4% |
| Participation rate | 62.5% | 72.4%-9.9pp | 76.5%-14.0pp | 67.6%-5.1pp |
| Annual return | 11.37% | 18.88%-7.5pp | 29.32%-18.0pp | 35.59%-24.2pp |
| Employer contribution / active EE | $728 | $2,369-69.3% | $3,023-75.9% | $2,755-73.6% |
| Participant deferral / active EE | $1,793 | $4,118-56.5% | $5,053-64.5% | $4,296-58.3% |
| Admin fee / account holder | $2,531 | $8,049-68.6% | $9,451-73.2% | $6,918-63.4% |