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 | $12,837 | $80,673-84.1% | $101,326-87.3% | $84,808-84.9% |
| Participation rate | 49.3% | 77.8%-28.5pp | 81.5%-32.2pp | 68.3%-19.0pp |
| Annual return | 17.49% | 38.95%-21.5pp | 36.82%-19.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $244 | $2,698-90.9% | $3,665-93.3% | $2,631-90.7% |
| Participant deferral / active EE | $762 | $6,840-88.9% | $7,994-90.5% | $4,212-81.9% |
| Admin fee / account holder | $656 | $12,784-94.9% | $11,185-94.1% | $7,344-91.1% |