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 | $22,011 | $64,909-66.1% | $82,313-73.3% | $62,292-64.7% |
| Participation rate | 35.6% | 74.9%-39.2pp | 76.9%-41.3pp | 69.5%-33.9pp |
| Annual return | 15.45% | 21.18%-5.7pp | 25.88%-10.4pp | 28.90%-13.4pp |
| Employer contribution / active EE | $464 | $1,676-72.3% | $2,428-80.9% | $2,042-77.3% |
| Participant deferral / active EE | $890 | $3,103-71.3% | $3,706-76.0% | $3,169-71.9% |
| Admin fee / account holder | $634 | $440+44.2% | $5,608-88.7% | $479+32.2% |