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 | $17,265 | $80,673-78.6% | $101,326-83.0% | $84,808-79.6% |
| Participation rate | 32.6% | 77.8%-45.2pp | 81.5%-48.9pp | 68.3%-35.7pp |
| Annual return | 19.02% | 38.95%-19.9pp | 36.82%-17.8pp | 40.90%-21.9pp |
| Employer contribution / active EE | $131 | $2,698-95.1% | $3,665-96.4% | $2,631-95.0% |
| Participant deferral / active EE | $657 | $6,840-90.4% | $7,994-91.8% | $4,212-84.4% |
| Admin fee / account holder | $3,449 | $12,784-73.0% | $11,185-69.2% | $7,344-53.0% |