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 | $12,769 | $66,098-80.7% | $101,794-87.5% | $74,304-82.8% |
| Participation rate | 45.5% | 53.8%-8.2pp | 69.2%-23.7pp | 60.3%-14.8pp |
| Annual return | 14.85% | 19.59%-4.7pp | 30.53%-15.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $239 | $1,082-77.9% | $2,289-89.6% | $2,241-89.4% |
| Participant deferral / active EE | $1,004 | $2,781-63.9% | $4,084-75.4% | $3,767-73.4% |
| Admin fee / account holder | $937 | $4,146-77.4% | $8,777-89.3% | $2,969-68.4% |