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 | $21,054 | $94,625-77.7% | $116,228-81.9% | $84,808-75.2% |
| Participation rate | 37.7% | 70.4%-32.7pp | 74.6%-36.8pp | 68.3%-30.6pp |
| Annual return | 15.27% | 20.40%-5.1pp | 90.06%-74.8pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,117 | $2,347-52.4% | $2,994-62.7% | $2,631-57.6% |
| Participant deferral / active EE | $1,579 | $3,972-60.2% | $4,953-68.1% | $4,212-62.5% |
| Admin fee / account holder | $7,376 | $10,091-26.9% | $11,989-38.5% | $7,344+0.4% |