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 | $13,470 | $94,529-85.8% | $140,016-90.4% | $64,186-79.0% |
| Participation rate | 63.0% | 84.1%-21.1pp | 87.5%-24.5pp | 69.6%-6.6pp |
| Annual return | 5.12% | 7.77%-2.7pp | 651.12%-646.0pp | 7.63%-2.5pp |
| Employer contribution / active EE | $1,427 | $3,812-62.6% | $5,606-74.5% | $2,381-40.1% |
| Participant deferral / active EE | $1,347 | $5,250-74.3% | $6,927-80.6% | $3,470-61.2% |
| Admin fee / account holder | $1,791 | $6,741-73.4% | $10,705-83.3% | $4,888-63.4% |