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 | $34,678 | $132,049-73.7% | $200,582-82.7% | $74,304-53.3% |
| Participation rate | 51.0% | 84.1%-33.1pp | 86.9%-35.9pp | 60.3%-9.3pp |
| Annual return | 16.48% | 22.22%-5.7pp | 42.33%-25.9pp | 29.43%-12.9pp |
| Employer contribution / active EE | $0 | $4,558-100.0% | $6,419-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $827 | $7,213-88.5% | $9,331-91.1% | $3,767-78.1% |
| Admin fee / account holder | $1,162 | $2,405-51.7% | $16,305-92.9% | $2,969-60.9% |