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 | $20,595 | $70,428-70.8% | $96,562-78.7% | $85,850-76.0% |
| Participation rate | 26.8% | 61.8%-35.0pp | 69.8%-43.0pp | 69.3%-42.5pp |
| Annual return | 11.52% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.0pp |
| Employer contribution / active EE | $412 | $1,413-70.9% | $2,356-82.5% | $2,565-84.0% |
| Participant deferral / active EE | $596 | $2,894-79.4% | $3,849-84.5% | $3,952-84.9% |
| Admin fee / account holder | $412 | $4,997-91.7% | $6,181-93.3% | $6,260-93.4% |