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 | $29,638 | $125,758-76.4% | $169,993-82.6% | $75,163-60.6% |
| Participation rate | 60.3% | 83.6%-23.3pp | 87.0%-26.7pp | 67.2%-6.9pp |
| Annual return | 14.97% | 27.20%-12.2pp | 53.37%-38.4pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $826 | $6,837-87.9% | $10,408-92.1% | $4,125-80.0% |
| Admin fee / account holder | $5,373 | $8,173-34.3% | $12,815-58.1% | $5,651-4.9% |