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 | $19,043 | $214,378-91.1% | $200,582-90.5% | $142,382-86.6% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 27.78% | 46.41%-18.6pp | 42.33%-14.6pp | 217.08%-189.3pp |
| Employer contribution / active EE | $2,112 | $6,841-69.1% | $6,419-67.1% | $4,299-50.9% |
| Participant deferral / active EE | $2,027 | $9,865-79.5% | $9,331-78.3% | $6,507-68.8% |
| Admin fee / account holder | $2,893 | $17,692-83.6% | $16,305-82.3% | $12,624-77.1% |