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 8-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 | $14,884 | $87,870-83.1% | $113,168-86.8% | $74,304-80.0% |
| Participation rate | 34.2% | 70.7%-36.5pp | 76.6%-42.3pp | 60.3%-26.1pp |
| Annual return | 24.01% | 26.44%-2.4pp | 24.27%-0.3pp | 29.43%-5.4pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,238 | $4,241-70.8% | $5,107-75.7% | $3,767-67.1% |
| Admin fee / account holder | $384 | $3,368-88.6% | $12,068-96.8% | $2,969-87.1% |