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 3-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 | $21,028 | $109,881-80.9% | $150,045-86.0% | $84,808-75.2% |
| Participation rate | 50.0% | 76.1%-26.1pp | 82.3%-32.3pp | 68.3%-18.3pp |
| Annual return | 38.91% | 28.25%+10.7pp | 62.55%-23.6pp | 40.90%-2.0pp |
| Employer contribution / active EE | $1,600 | $3,561-55.1% | $4,693-65.9% | $2,631-39.2% |
| Participant deferral / active EE | $2,121 | $6,636-68.0% | $7,997-73.5% | $4,212-49.6% |
| Admin fee / account holder | $1,340 | $8,568-84.4% | $13,435-90.0% | $7,344-81.8% |