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 | $18,528 | $72,492-74.4% | $87,100-78.7% | $72,985-74.6% |
| Participation rate | 22.0% | 72.8%-50.8pp | 76.9%-54.8pp | 69.5%-47.5pp |
| Annual return | 22.04% | 24.46%-2.4pp | 28.19%-6.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $520 | $1,894-72.5% | $2,521-79.4% | $2,440-78.7% |
| Participant deferral / active EE | $681 | $3,270-79.2% | $4,049-83.2% | $3,607-81.1% |
| Admin fee / account holder | $1,395 | $5,055-72.4% | $7,497-81.4% | $5,124-72.8% |