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 | $15,255 | $67,606-77.4% | $82,313-81.5% | $70,131-78.2% |
| Participation rate | 44.0% | 72.8%-28.8pp | 76.9%-32.9pp | 69.5%-25.6pp |
| Annual return | 62.69% | 21.57%+41.1pp | 25.88%+36.8pp | 73.14%-10.5pp |
| Employer contribution / active EE | $552 | $1,755-68.5% | $2,428-77.3% | $2,342-76.4% |
| Participant deferral / active EE | $1,164 | $2,987-61.0% | $3,706-68.6% | $3,332-65.1% |
| Admin fee / account holder | $336 | $4,512-92.5% | $5,608-94.0% | $4,645-92.8% |