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 | $17,334 | $86,286-79.9% | $111,297-84.4% | $85,850-79.8% |
| Participation rate | 61.0% | 73.3%-12.3pp | 77.3%-16.3pp | 69.3%-8.3pp |
| Annual return | 13.70% | 19.99%-6.3pp | 54.65%-40.9pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,281 | $2,043-37.3% | $2,731-53.1% | $2,565-50.0% |
| Participant deferral / active EE | $1,664 | $3,641-54.3% | $4,487-62.9% | $3,952-57.9% |
| Admin fee / account holder | $1,910 | $8,188-76.7% | $7,964-76.0% | $6,260-69.5% |