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 | $12,608 | $73,981-83.0% | $105,722-88.1% | $62,891-80.0% |
| Participation rate | 31.6% | 71.7%-40.1pp | 78.9%-47.3pp | 69.3%-37.7pp |
| Annual return | 9.20% | 17.60%-8.4pp | 12.25%-3.0pp | 20.14%-10.9pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,553 | $4,038-61.5% | $5,326-70.8% | $3,203-51.5% |
| Admin fee / account holder | $2,279 | $5,976-61.9% | $8,308-72.6% | $4,296-46.9% |