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 | $16,316 | $64,909-74.9% | $82,313-80.2% | $62,292-73.8% |
| Participation rate | 57.1% | 74.9%-17.7pp | 76.9%-19.8pp | 69.5%-12.4pp |
| Annual return | 15.62% | 21.18%-5.6pp | 25.88%-10.3pp | 28.90%-13.3pp |
| Employer contribution / active EE | $453 | $1,676-73.0% | $2,428-81.3% | $2,042-77.8% |
| Participant deferral / active EE | $1,258 | $3,103-59.5% | $3,706-66.0% | $3,169-60.3% |
| Admin fee / account holder | $916 | $440+108.5% | $5,608-83.7% | $479+91.2% |