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 8-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 | $4,461 | $54,762-91.9% | $90,281-95.1% | $72,985-93.9% |
| Participation rate | 40.0% | 65.1%-25.1pp | 73.3%-33.3pp | 69.5%-29.5pp |
| Annual return | 21.78% | 30.63%-8.8pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $346 | $2,092-83.5% | $2,854-87.9% | $2,440-85.8% |
| Participant deferral / active EE | $584 | $2,887-79.8% | $3,885-85.0% | $3,607-83.8% |
| Admin fee / account holder | $632 | $3,972-84.1% | $5,351-88.2% | $5,124-87.7% |