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 3-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 | $8,784 | $64,480-86.4% | $81,382-89.2% | $80,856-89.1% |
| Participation rate | 32.3% | 63.9%-31.6pp | 69.5%-37.2pp | 67.6%-35.4pp |
| Annual return | 11.97% | 16.34%-4.4pp | 24.73%-12.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $424 | $1,978-78.6% | $2,463-82.8% | $2,755-84.6% |
| Participant deferral / active EE | $1,013 | $3,094-67.2% | $3,883-73.9% | $4,296-76.4% |
| Admin fee / account holder | $1,456 | $5,671-74.3% | $5,768-74.8% | $6,918-79.0% |