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.
Employer 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 | $17,250 | $58,512-70.5% | $84,015-79.5% | $72,985-76.4% |
| Participation rate | 69.1% | 61.2%+7.9pp | 69.0%+0.1pp | 69.5%-0.4pp |
| Annual return | 21.56% | 28.93%-7.4pp | 71.31%-49.7pp | 81.00%-59.4pp |
| Employer contribution / active EE | $72 | $1,163-93.8% | $1,983-96.4% | $2,440-97.0% |
| Participant deferral / active EE | $2,204 | $2,394-7.9% | $3,239-31.9% | $3,607-38.9% |
| Admin fee / account holder | $5,274 | $4,569+15.4% | $6,101-13.6% | $5,124+2.9% |