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 | $27,406 | $66,098-58.5% | $101,794-73.1% | $74,304-63.1% |
| Participation rate | 32.7% | 53.8%-21.0pp | 69.2%-36.5pp | 60.3%-27.6pp |
| Annual return | 17.49% | 19.59%-2.1pp | 30.53%-13.0pp | 29.43%-11.9pp |
| Employer contribution / active EE | $383 | $1,082-64.6% | $2,289-83.3% | $2,241-82.9% |
| Participant deferral / active EE | $716 | $2,781-74.2% | $4,084-82.5% | $3,767-81.0% |
| Admin fee / account holder | $4,525 | $4,146+9.1% | $8,777-48.4% | $2,969+52.4% |