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 9-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 | $9,532 | $83,477-88.6% | $125,175-92.4% | $72,985-86.9% |
| Participation rate | 48.4% | 73.3%-24.9pp | 79.8%-31.4pp | 69.5%-21.1pp |
| Annual return | 17.85% | 25.78%-7.9pp | 43.79%-25.9pp | 81.00%-63.2pp |
| Employer contribution / active EE | $592 | $2,345-74.7% | $3,865-84.7% | $2,440-75.7% |
| Participant deferral / active EE | $1,021 | $3,585-71.5% | $4,937-79.3% | $3,607-71.7% |
| Admin fee / account holder | $653 | $5,517-88.2% | $9,702-93.3% | $5,124-87.3% |