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 | $12,875 | $91,407-85.9% | $135,903-90.5% | $71,457-82.0% |
| Participation rate | 36.6% | 75.7%-39.0pp | 81.9%-45.3pp | 67.9%-31.3pp |
| Annual return | 18.92% | 29.90%-11.0pp | 68.23%-49.3pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,370 | $3,703-63.0% | $4,856-71.8% | $2,588-47.1% |
| Participant deferral / active EE | $2,123 | $7,092-70.1% | $7,758-72.6% | $4,289-50.5% |
| Admin fee / account holder | $6,925 | $1,266+447.1% | $10,762-35.7% | $1,587+336.3% |