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 | $9,876 | $99,341-90.1% | $84,750-88.3% | $273,961-96.4% |
| Participation rate | 68.8% | 80.7%-11.9pp | 76.6%-7.8pp | 83.0%-14.3pp |
| Annual return | 5.81% | 22.93%-17.1pp | 22.78%-17.0pp | 41.45%-35.6pp |
| Employer contribution / active EE | $663 | $4,214-84.3% | $3,574-81.5% | $4,869-86.4% |
| Participant deferral / active EE | $848 | $4,269-80.1% | $3,712-77.2% | $5,287-84.0% |
| Admin fee / account holder | $700 | $6,644-89.5% | $5,332-86.9% | $10,132-93.1% |