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 3-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 | $28,365 | $109,413-74.1% | $156,263-81.8% | $84,808-66.6% |
| Participation rate | 56.5% | 72.7%-16.2pp | 78.9%-22.4pp | 68.3%-11.8pp |
| Annual return | 21.51% | 20.18%+1.3pp | 59.47%-38.0pp | 40.90%-19.4pp |
| Employer contribution / active EE | $487 | $2,907-83.2% | $4,333-88.8% | $2,631-81.5% |
| Participant deferral / active EE | $2,154 | $4,590-53.1% | $6,158-65.0% | $4,212-48.9% |
| Admin fee / account holder | $4,314 | $9,357-53.9% | $14,255-69.7% | $7,344-41.3% |