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 | $20,512 | $69,454-70.5% | $180,183-88.6% | $74,304-72.4% |
| Participation rate | 30.4% | 61.8%-31.4pp | 77.4%-47.0pp | 60.3%-29.9pp |
| Annual return | 24.12% | 25.86%-1.7pp | 27.86%-3.7pp | 29.43%-5.3pp |
| Employer contribution / active EE | $898 | $3,155-71.5% | $5,039-82.2% | $2,241-59.9% |
| Participant deferral / active EE | $774 | $4,662-83.4% | $6,822-88.7% | $3,767-79.5% |
| Admin fee / account holder | $2,683 | $3,036-11.6% | $19,975-86.6% | $2,969-9.6% |