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 | $19,821 | $135,952-85.4% | $123,892-84.0% | $273,961-92.8% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 8.19% | 56.63%-48.4pp | 47.52%-39.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $851 | $5,170-83.5% | $4,617-81.6% | $4,869-82.5% |
| Participant deferral / active EE | $1,428 | $6,343-77.5% | $5,984-76.1% | $5,287-73.0% |
| Admin fee / account holder | $9,434 | $9,817-3.9% | $8,357+12.9% | $10,132-6.9% |