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 5-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 | $11,457 | $73,933-84.5% | $96,683-88.2% | $75,163-84.8% |
| Participation rate | 31.0% | 66.4%-35.4pp | 74.3%-43.3pp | 67.2%-36.2pp |
| Annual return | 25.47% | 26.70%-1.2pp | 35.69%-10.2pp | 160.62%-135.1pp |
| Employer contribution / active EE | $854 | $2,928-70.8% | $3,737-77.2% | $2,670-68.0% |
| Participant deferral / active EE | $920 | $3,659-74.8% | $4,878-81.1% | $4,125-77.7% |
| Admin fee / account holder | $545 | $5,216-89.5% | $6,730-91.9% | $5,651-90.4% |