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 10-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 | $12,843 | $83,477-84.6% | $125,175-89.7% | $72,985-82.4% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.5pp | 69.5%-13.2pp |
| Annual return | 19.60% | 25.78%-6.2pp | 43.79%-24.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $796 | $2,345-66.1% | $3,865-79.4% | $2,440-67.4% |
| Participant deferral / active EE | $1,608 | $3,585-55.2% | $4,937-67.4% | $3,607-55.4% |
| Admin fee / account holder | $1,417 | $5,517-74.3% | $9,702-85.4% | $5,124-72.3% |