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 | $21,571 | $70,428-69.4% | $96,562-77.7% | $85,850-74.9% |
| Participation rate | 32.6% | 61.8%-29.2pp | 69.8%-37.2pp | 69.3%-36.7pp |
| Annual return | 12.37% | 18.59%-6.2pp | 37.78%-25.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $502 | $1,413-64.5% | $2,356-78.7% | $2,565-80.4% |
| Participant deferral / active EE | $994 | $2,894-65.7% | $3,849-74.2% | $3,952-74.8% |
| Admin fee / account holder | $1,763 | $4,997-64.7% | $6,181-71.5% | $6,260-71.8% |