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 6-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 | $4,933 | $80,717-93.9% | $154,803-96.8% | $84,808-94.2% |
| Participation rate | 69.6% | 66.8%+2.8pp | 78.1%-8.5pp | 68.3%+1.3pp |
| Annual return | 13.53% | 37.96%-24.4pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $394 | $2,761-85.7% | $4,305-90.9% | $2,631-85.0% |
| Participant deferral / active EE | $593 | $3,303-82.1% | $5,540-89.3% | $4,212-85.9% |
| Admin fee / account holder | $1,045 | $6,746-84.5% | $14,329-92.7% | $7,344-85.8% |