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 | $17,997 | $100,923-82.2% | $150,045-88.0% | $74,304-75.8% |
| Participation rate | 57.2% | 70.1%-12.8pp | 82.3%-25.1pp | 60.3%-3.1pp |
| Annual return | 18.73% | 51.77%-33.0pp | 62.55%-43.8pp | 29.43%-10.7pp |
| Employer contribution / active EE | $960 | $3,463-72.3% | $4,693-79.5% | $2,241-57.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $962 | $2,767-65.2% | $13,435-92.8% | $2,969-67.6% |