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 10-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 | $30,064 | $68,914-56.4% | $136,749-78.0% | $74,304-59.5% |
| Participation rate | 3.1% | 51.3%-48.2pp | 72.1%-69.0pp | 60.3%-57.2pp |
| Annual return | 16.78% | 16.34%+0.4pp | 24.33%-7.5pp | 29.43%-12.7pp |
| Employer contribution / active EE | $0 | $1,561-100.0% | $3,400-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $54 | $2,541-97.9% | $4,692-98.9% | $3,767-98.6% |
| Admin fee / account holder | $1,770 | $3,149-43.8% | $11,386-84.5% | $2,969-40.4% |