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 | $17,207 | $110,257-84.4% | $96,544-82.2% | $139,434-87.7% |
| Participation rate | 35.7% | 78.1%-42.4pp | 76.0%-40.2pp | 80.3%-44.6pp |
| Annual return | 21.68% | 26.32%-4.6pp | 25.84%-4.2pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,087 | $3,620-70.0% | $2,965-63.3% | $4,751-77.1% |
| Participant deferral / active EE | $1,444 | $5,548-74.0% | $4,851-70.2% | $6,710-78.5% |
| Admin fee / account holder | $2,861 | $11,591-75.3% | $8,252-65.3% | $11,403-74.9% |