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 | $30,603 | $196,842-84.5% | $118,925-74.3% | - |
| Participation rate | 21.2% | 71.6%-50.3pp | 75.4%-54.2pp | - |
| Annual return | 12.79% | 11.43%+1.4pp | 35.88%-23.1pp | - |
| Employer contribution / active EE | $0 | $2,386-100.0% | $3,263-100.0% | - |
| Participant deferral / active EE | $554 | $3,828-85.5% | $4,265-87.0% | - |
| Admin fee / account holder | $2,333 | $15,940-85.4% | $6,581-64.5% | - |