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 | $17,182 | $46,869-63.3% | $122,332-86.0% | $70,131-75.5% |
| Participation rate | 30.8% | 58.2%-27.4pp | 71.6%-40.9pp | 69.5%-38.8pp |
| Annual return | 15.51% | 24.22%-8.7pp | 30.27%-14.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $768 | $1,288-40.3% | $4,050-81.0% | $2,342-67.2% |
| Participant deferral / active EE | $267 | $2,166-87.7% | $3,287-91.9% | $3,332-92.0% |
| Admin fee / account holder | $429 | $3,322-87.1% | $5,478-92.2% | $4,645-90.8% |