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 | $9,285 | $109,881-91.6% | $150,045-93.8% | $84,808-89.1% |
| Participation rate | 37.5% | 76.1%-38.6pp | 82.3%-44.8pp | 68.3%-30.8pp |
| Annual return | 21.51% | 28.25%-6.7pp | 62.55%-41.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $924 | $3,561-74.1% | $4,693-80.3% | $2,631-64.9% |
| Participant deferral / active EE | $2,318 | $6,636-65.1% | $7,997-71.0% | $4,212-45.0% |
| Admin fee / account holder | $13,748 | $8,568+60.5% | $13,435+2.3% | $7,344+87.2% |