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 | $12,595 | $65,365-80.7% | $92,893-86.4% | $72,985-82.7% |
| Participation rate | 53.3% | 68.3%-15.1pp | 76.0%-22.7pp | 69.5%-16.2pp |
| Annual return | 22.83% | 42.10%-19.3pp | 109.41%-86.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $746 | $2,594-71.3% | $3,653-79.6% | $2,440-69.4% |
| Participant deferral / active EE | $1,182 | $3,128-62.2% | $4,236-72.1% | $3,607-67.2% |
| Admin fee / account holder | $1,188 | $4,251-72.1% | $5,794-79.5% | $5,124-76.8% |