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 | $11,738 | $54,762-78.6% | $90,281-87.0% | $72,985-83.9% |
| Participation rate | 22.9% | 65.1%-42.2pp | 73.3%-50.4pp | 69.5%-46.6pp |
| Annual return | 20.37% | 30.63%-10.3pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $214 | $2,092-89.8% | $2,854-92.5% | $2,440-91.2% |
| Participant deferral / active EE | $829 | $2,887-71.3% | $3,885-78.7% | $3,607-77.0% |
| Admin fee / account holder | $1,689 | $3,972-57.5% | $5,351-68.4% | $5,124-67.0% |