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 | $17,547 | $109,881-84.0% | $150,045-88.3% | $84,808-79.3% |
| Participation rate | 54.5% | 76.1%-21.5pp | 82.3%-27.8pp | 68.3%-13.8pp |
| Annual return | 22.31% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $2,729 | $3,561-23.4% | $4,693-41.9% | $2,631+3.7% |
| Participant deferral / active EE | $1,621 | $6,636-75.6% | $7,997-79.7% | $4,212-61.5% |
| Admin fee / account holder | $396 | $8,568-95.4% | $13,435-97.1% | $7,344-94.6% |