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 | $6,755 | $152,651-95.6% | $105,218-93.6% | $125,391-94.6% |
| Participation rate | 50.0% | 81.5%-31.5pp | 77.2%-27.2pp | 83.2%-33.2pp |
| Annual return | 0.69% | 8.24%-7.6pp | 5.33%-4.6pp | 282.22%-281.5pp |
| Employer contribution / active EE | $793 | $4,802-83.5% | $3,255-75.6% | $4,866-83.7% |
| Participant deferral / active EE | $1,360 | $6,660-79.6% | $4,867-72.1% | $5,352-74.6% |
| Admin fee / account holder | $16,140 | $14,248+13.3% | $6,992+130.8% | $9,540+69.2% |