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 | $15,396 | $66,098-76.7% | $101,794-84.9% | $74,304-79.3% |
| Participation rate | 30.9% | 53.8%-22.8pp | 69.2%-38.3pp | 60.3%-29.4pp |
| Annual return | 23.73% | 19.59%+4.1pp | 30.53%-6.8pp | 29.43%-5.7pp |
| Employer contribution / active EE | $847 | $1,082-21.7% | $2,289-63.0% | $2,241-62.2% |
| Participant deferral / active EE | $1,103 | $2,781-60.3% | $4,084-73.0% | $3,767-70.7% |
| Admin fee / account holder | $1,409 | $4,146-66.0% | $8,777-83.9% | $2,969-52.5% |