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 | $10,570 | $74,927-85.9% | $101,794-89.6% | $84,808-87.5% |
| Participation rate | 36.0% | 61.4%-25.4pp | 69.2%-33.2pp | 68.3%-32.3pp |
| Annual return | 12.83% | 18.70%-5.9pp | 30.53%-17.7pp | 40.90%-28.1pp |
| Employer contribution / active EE | $350 | $1,522-77.0% | $2,289-84.7% | $2,631-86.7% |
| Participant deferral / active EE | $784 | $3,099-74.7% | $4,084-80.8% | $4,212-81.4% |
| Admin fee / account holder | $7,949 | $6,514+22.0% | $8,777-9.4% | $7,344+8.2% |