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 9-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 | $15,075 | $72,277-79.1% | $101,248-85.1% | $79,858-81.1% |
| Participation rate | 36.2% | 68.5%-32.3pp | 75.8%-39.6pp | 69.6%-33.5pp |
| Annual return | 25.92% | 22.30%+3.6pp | 46.47%-20.6pp | 31.71%-5.8pp |
| Employer contribution / active EE | $706 | $2,692-73.8% | $3,660-80.7% | $2,471-71.4% |
| Participant deferral / active EE | $1,156 | $3,282-64.8% | $4,370-73.6% | $3,740-69.1% |
| Admin fee / account holder | $940 | $4,400-78.6% | $5,945-84.2% | $5,306-82.3% |