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 9-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 | $10,140 | $53,777-81.1% | $134,143-92.4% | $79,858-87.3% |
| Participation rate | 34.7% | 58.8%-24.1pp | 72.2%-37.5pp | 69.6%-34.9pp |
| Annual return | 13.70% | 19.01%-5.3pp | 36.33%-22.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $419 | $1,321-68.3% | $3,704-88.7% | $2,471-83.0% |
| Participant deferral / active EE | $865 | $2,420-64.2% | $3,499-75.3% | $3,740-76.9% |
| Admin fee / account holder | $627 | $3,984-84.3% | $6,684-90.6% | $5,306-88.2% |