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 | $22,987 | $101,724-77.4% | $164,813-86.1% | $80,856-71.6% |
| Participation rate | 56.5% | 71.8%-15.3pp | 78.6%-22.1pp | 67.6%-11.1pp |
| Annual return | 11.38% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,014 | $2,953-65.7% | $4,341-76.6% | $2,755-63.2% |
| Participant deferral / active EE | $1,223 | $4,477-72.7% | $6,031-79.7% | $4,296-71.5% |
| Admin fee / account holder | $2,362 | $8,227-71.3% | $12,690-81.4% | $6,918-65.9% |