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 | $8,758 | $62,672-86.0% | $185,117-95.3% | $70,131-87.5% |
| Participation rate | 42.9% | 63.8%-20.9pp | 77.3%-34.4pp | 69.5%-26.7pp |
| Annual return | 17.73% | 40.79%-23.1pp | 40.50%-22.8pp | 73.14%-55.4pp |
| Employer contribution / active EE | $319 | $1,753-81.8% | $4,182-92.4% | $2,342-86.4% |
| Participant deferral / active EE | $842 | $3,272-74.3% | $5,045-83.3% | $3,332-74.7% |
| Admin fee / account holder | $908 | $3,932-76.9% | $8,159-88.9% | $4,645-80.4% |