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 5-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 | $24,918 | $76,050-67.2% | $96,544-74.2% | $71,457-65.1% |
| Participation rate | 61.9% | 74.4%-12.5pp | 76.0%-14.1pp | 67.9%-6.0pp |
| Annual return | 15.69% | 22.81%-7.1pp | 25.84%-10.1pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,141 | $2,244-49.2% | $2,965-61.5% | $2,588-55.9% |
| Participant deferral / active EE | $1,729 | $4,215-59.0% | $4,851-64.4% | $4,289-59.7% |
| Admin fee / account holder | $1,680 | $2,707-37.9% | $8,252-79.6% | $1,587+5.9% |