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 | $29,943 | $124,881-76.0% | $209,409-85.7% | $116,875-74.4% |
| Participation rate | 60.7% | 75.8%-15.1pp | 80.4%-19.6pp | 74.5%-13.8pp |
| Annual return | 21.54% | 14.56%+7.0pp | 159.49%-137.9pp | 16.29%+5.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $5,035-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $4,280 | $3,793+12.9% | $4,230+1.2% | $3,885+10.2% |
| Admin fee / account holder | $834 | $12,933-93.5% | $16,474-94.9% | $12,263-93.2% |