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 | $11,340 | $72,492-84.4% | $87,100-87.0% | $72,985-84.5% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 19.33% | 24.46%-5.1pp | 28.19%-8.9pp | 81.00%-61.7pp |
| Employer contribution / active EE | $472 | $1,894-75.1% | $2,521-81.3% | $2,440-80.6% |
| Participant deferral / active EE | $986 | $3,270-69.8% | $4,049-75.6% | $3,607-72.7% |
| Admin fee / account holder | $17,092 | $5,055+238.1% | $7,497+128.0% | $5,124+233.6% |