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 | $27,964 | $138,347-79.8% | $184,203-84.8% | $80,856-65.4% |
| Participation rate | 31.8% | 83.9%-52.1pp | 86.8%-55.0pp | 67.6%-35.8pp |
| Annual return | 37.73% | 20.02%+17.7pp | 28.81%+8.9pp | 35.59%+2.1pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,827 | $7,071-74.2% | $9,131-80.0% | $4,296-57.5% |
| Admin fee / account holder | $4,044 | $10,483-61.4% | $13,901-70.9% | $6,918-41.5% |