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 | $9,895 | $91,190-89.1% | $178,490-94.5% | $79,858-87.6% |
| Participation rate | 69.2% | 69.2%0pp | 81.9%-12.7pp | 69.6%-0.4pp |
| Annual return | 12.26% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,494 | $3,236-53.8% | $5,202-71.3% | $3,740-60.1% |
| Admin fee / account holder | $472 | $6,751-93.0% | $13,984-96.6% | $5,306-91.1% |