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 | $18,710 | $91,552-79.6% | $133,956-86.0% | $79,858-76.6% |
| Participation rate | 25.0% | 73.3%-48.3pp | 79.8%-54.8pp | 69.6%-44.6pp |
| Annual return | 20.32% | 61.85%-41.5pp | 45.09%-24.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $785 | $2,384-67.0% | $3,919-80.0% | $2,471-68.2% |
| Participant deferral / active EE | $1,442 | $3,733-61.4% | $5,048-71.4% | $3,740-61.4% |
| Admin fee / account holder | $2,584 | $6,321-59.1% | $8,927-71.1% | $5,306-51.3% |