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 | $25,619 | $87,870-70.8% | $113,168-77.4% | $74,304-65.5% |
| Participation rate | 45.8% | 70.7%-25.0pp | 76.6%-30.8pp | 60.3%-14.6pp |
| Annual return | 19.88% | 26.44%-6.6pp | 24.27%-4.4pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,512 | $2,277-33.6% | $2,975-49.2% | $2,241-32.6% |
| Participant deferral / active EE | $1,592 | $4,241-62.5% | $5,107-68.8% | $3,767-57.7% |
| Admin fee / account holder | $779 | $3,368-76.9% | $12,068-93.5% | $2,969-73.8% |