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 8-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 | $21,670 | $91,552-76.3% | $133,956-83.8% | $79,858-72.9% |
| Participation rate | 58.2% | 73.3%-15.1pp | 79.8%-21.6pp | 69.6%-11.4pp |
| Annual return | 11.69% | 61.85%-50.2pp | 45.09%-33.4pp | 31.71%-20.0pp |
| Employer contribution / active EE | $640 | $2,384-73.1% | $3,919-83.7% | $2,471-74.1% |
| Participant deferral / active EE | $1,678 | $3,733-55.1% | $5,048-66.8% | $3,740-55.1% |
| Admin fee / account holder | $1,360 | $6,321-78.5% | $8,927-84.8% | $5,306-74.4% |