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 4-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 | $11,846 | $81,460-85.5% | $103,333-88.5% | $80,856-85.3% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 12.26% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $985 | $3,105-68.3% | $3,868-74.5% | $2,755-64.2% |
| Participant deferral / active EE | $1,455 | $3,869-62.4% | $5,057-71.2% | $4,296-66.1% |
| Admin fee / account holder | $720 | $6,566-89.0% | $8,355-91.4% | $6,918-89.6% |