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 | $8,903 | $50,982-82.5% | $154,803-94.2% | $85,563-89.6% |
| Participation rate | 16.0% | 59.8%-43.8pp | 78.1%-62.0pp | 66.0%-49.9pp |
| Annual return | 32.38% | 30.35%+2.0pp | 58.88%-26.5pp | 31.51%+0.9pp |
| Employer contribution / active EE | $270 | $1,708-84.2% | $4,305-93.7% | $2,654-89.8% |
| Participant deferral / active EE | $556 | $2,474-77.5% | $5,540-90.0% | $4,375-87.3% |
| Admin fee / account holder | $923 | $846+9.1% | $14,329-93.6% | $834+10.6% |