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 4-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 | $9,043 | $65,561-86.2% | $91,541-90.1% | $74,304-87.8% |
| Participation rate | 34.0% | 56.6%-22.6pp | 69.8%-35.8pp | 60.3%-26.4pp |
| Annual return | 22.62% | 17.68%+4.9pp | 20.50%+2.1pp | 29.43%-6.8pp |
| Employer contribution / active EE | $588 | $1,717-65.8% | $2,505-76.5% | $2,241-73.8% |
| Participant deferral / active EE | $821 | $2,918-71.9% | $4,008-79.5% | $3,767-78.2% |
| Admin fee / account holder | $337 | $3,333-89.9% | $6,956-95.2% | $2,969-88.7% |