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 5-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 | $6,127 | $68,719-91.1% | $91,541-93.3% | $84,808-92.8% |
| Participation rate | 51.4% | 64.5%-13.1pp | 69.8%-18.4pp | 68.3%-16.9pp |
| Annual return | 41.67% | 19.12%+22.5pp | 20.50%+21.2pp | 40.90%+0.8pp |
| Employer contribution / active EE | $417 | $1,920-78.3% | $2,505-83.4% | $2,631-84.2% |
| Participant deferral / active EE | $552 | $3,136-82.4% | $4,008-86.2% | $4,212-86.9% |
| Admin fee / account holder | $745 | $5,786-87.1% | $6,956-89.3% | $7,344-89.9% |