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 6-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 | $14,139 | $109,881-87.1% | $150,045-90.6% | $84,808-83.3% |
| Participation rate | 53.9% | 76.1%-22.1pp | 82.3%-28.4pp | 68.3%-14.4pp |
| Annual return | 15.32% | 28.25%-12.9pp | 62.55%-47.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $814 | $3,561-77.1% | $4,693-82.6% | $2,631-69.1% |
| Participant deferral / active EE | $1,486 | $6,636-77.6% | $7,997-81.4% | $4,212-64.7% |
| Admin fee / account holder | $1,761 | $8,568-79.5% | $13,435-86.9% | $7,344-76.0% |