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 8-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 | $9,480 | $93,571-89.9% | $135,903-93.0% | $75,163-87.4% |
| Participation rate | 42.2% | 75.2%-33.0pp | 81.9%-39.7pp | 67.2%-25.0pp |
| Annual return | 17.15% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $922 | $3,537-73.9% | $4,856-81.0% | $2,670-65.5% |
| Participant deferral / active EE | $1,736 | $6,404-72.9% | $7,758-77.6% | $4,125-57.9% |
| Admin fee / account holder | $669 | $6,975-90.4% | $10,762-93.8% | $5,651-88.2% |