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 9-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 | $15,987 | $93,182-82.8% | $146,665-89.1% | $79,386-79.9% |
| Participation rate | 57.4% | 76.4%-19.1pp | 80.1%-22.7pp | 70.7%-13.3pp |
| Annual return | 23.20% | 21.61%+1.6pp | 22.74%+0.5pp | 116.85%-93.6pp |
| Employer contribution / active EE | $1,281 | $2,420-47.1% | $4,136-69.0% | $2,427-47.2% |
| Participant deferral / active EE | $2,213 | $4,169-46.9% | $5,506-59.8% | $4,046-45.3% |
| Admin fee / account holder | $2,585 | $585+341.8% | $10,280-74.9% | $626+312.6% |