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 | $12,195 | $95,803-87.3% | $113,168-89.2% | $84,808-85.6% |
| Participation rate | 62.5% | 72.9%-10.4pp | 76.6%-14.1pp | 68.3%-5.8pp |
| Annual return | 13.22% | 25.00%-11.8pp | 24.27%-11.0pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,149 | $2,360-8.9% | $2,975-27.8% | $2,631-18.3% |
| Participant deferral / active EE | $530 | $4,242-87.5% | $5,107-89.6% | $4,212-87.4% |
| Admin fee / account holder | $2,614 | $8,989-70.9% | $12,068-78.3% | $7,344-64.4% |