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 7-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 | $21,790 | $109,881-80.2% | $150,045-85.5% | $84,808-74.3% |
| Participation rate | 33.3% | 76.1%-42.8pp | 82.3%-49.0pp | 68.3%-35.0pp |
| Annual return | 16.44% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $820 | $3,561-77.0% | $4,693-82.5% | $2,631-68.8% |
| Participant deferral / active EE | $1,155 | $6,636-82.6% | $7,997-85.6% | $4,212-72.6% |
| Admin fee / account holder | $2,651 | $8,568-69.1% | $13,435-80.3% | $7,344-63.9% |