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 | $16,388 | $48,570-66.3% | $130,648-87.5% | $72,985-77.5% |
| Participation rate | 28.6% | 58.6%-30.0pp | 71.7%-43.2pp | 69.5%-40.9pp |
| Annual return | 22.70% | 38.63%-15.9pp | 1708.96%-1686.3pp | 81.00%-58.3pp |
| Employer contribution / active EE | $301 | $1,334-77.4% | $4,092-92.6% | $2,440-87.7% |
| Participant deferral / active EE | $561 | $2,384-76.5% | $3,603-84.4% | $3,607-84.5% |
| Admin fee / account holder | $2,051 | $3,549-42.2% | $5,464-62.5% | $5,124-60.0% |