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.
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 | $12,141 | $72,277-83.2% | $101,248-88.0% | $79,858-84.8% |
| Participation rate | 40.8% | 68.5%-27.6pp | 75.8%-35.0pp | 69.6%-28.8pp |
| Annual return | 17.52% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $227 | $2,692-91.6% | $3,660-93.8% | $2,471-90.8% |
| Participant deferral / active EE | $1,406 | $3,282-57.2% | $4,370-67.8% | $3,740-62.4% |
| Admin fee / account holder | $516 | $4,400-88.3% | $5,945-91.3% | $5,306-90.3% |