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 4-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 | $16,914 | $101,724-83.4% | $164,813-89.7% | $80,856-79.1% |
| Participation rate | 30.0% | 71.8%-41.8pp | 78.6%-48.6pp | 67.6%-37.6pp |
| Annual return | 11.93% | 16.72%-4.8pp | 69.93%-58.0pp | 35.59%-23.7pp |
| Employer contribution / active EE | $983 | $2,953-66.7% | $4,341-77.4% | $2,755-64.3% |
| Participant deferral / active EE | $1,760 | $4,477-60.7% | $6,031-70.8% | $4,296-59.0% |
| Admin fee / account holder | $1,376 | $8,227-83.3% | $12,690-89.2% | $6,918-80.1% |