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 | $18,335 | $74,927-75.5% | $101,794-82.0% | $84,808-78.4% |
| Participation rate | 29.2% | 61.4%-32.2pp | 69.2%-40.0pp | 68.3%-39.1pp |
| Annual return | 14.70% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.2pp |
| Employer contribution / active EE | $500 | $1,522-67.2% | $2,289-78.2% | $2,631-81.0% |
| Participant deferral / active EE | $852 | $3,099-72.5% | $4,084-79.1% | $4,212-79.8% |
| Admin fee / account holder | $8,646 | $6,514+32.7% | $8,777-1.5% | $7,344+17.7% |