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 | $20,504 | $109,881-81.3% | $150,045-86.3% | $84,808-75.8% |
| Participation rate | 62.5% | 76.1%-13.6pp | 82.3%-19.8pp | 68.3%-5.8pp |
| Annual return | 19.53% | 28.25%-8.7pp | 62.55%-43.0pp | 40.90%-21.4pp |
| Employer contribution / active EE | $993 | $3,561-72.1% | $4,693-78.8% | $2,631-62.3% |
| Participant deferral / active EE | $1,643 | $6,636-75.2% | $7,997-79.5% | $4,212-61.0% |
| Admin fee / account holder | $863 | $8,568-89.9% | $13,435-93.6% | $7,344-88.2% |