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 6-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 | $19,190 | $93,571-79.5% | $135,903-85.9% | $75,163-74.5% |
| Participation rate | 13.3% | 75.2%-61.8pp | 81.9%-68.6pp | 67.2%-53.9pp |
| Annual return | 25.18% | 30.90%-5.7pp | 68.23%-43.1pp | 160.62%-135.4pp |
| Employer contribution / active EE | $853 | $3,537-75.9% | $4,856-82.4% | $2,670-68.0% |
| Participant deferral / active EE | $1,138 | $6,404-82.2% | $7,758-85.3% | $4,125-72.4% |
| Admin fee / account holder | $2,335 | $6,975-66.5% | $10,762-78.3% | $5,651-58.7% |