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 | $15,677 | $80,968-80.6% | $96,544-83.8% | $75,163-79.1% |
| Participation rate | 47.9% | 71.8%-23.9pp | 76.0%-28.1pp | 67.2%-19.3pp |
| Annual return | 15.33% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $946 | $2,282-58.5% | $2,965-68.1% | $2,670-64.6% |
| Participant deferral / active EE | $1,388 | $3,928-64.7% | $4,851-71.4% | $4,125-66.3% |
| Admin fee / account holder | $1,849 | $6,724-72.5% | $8,252-77.6% | $5,651-67.3% |