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 3-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 | $3,154 | $81,248-96.1% | $155,509-98.0% | $80,856-96.1% |
| Participation rate | 65.5% | 66.2%-0.7pp | 78.2%-12.7pp | 67.6%-2.1pp |
| Annual return | 14.32% | 33.31%-19.0pp | 64.67%-50.3pp | 35.59%-21.3pp |
| Employer contribution / active EE | $777 | $3,100-74.9% | $4,672-83.4% | $2,755-71.8% |
| Participant deferral / active EE | $848 | $3,452-75.4% | $5,626-84.9% | $4,296-80.2% |
| Admin fee / account holder | $338 | $7,997-95.8% | $15,912-97.9% | $6,918-95.1% |