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 | $20,496 | $181,894-88.7% | $156,549-86.9% | $273,961-92.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 13.91% | 30.74%-16.8pp | 32.23%-18.3pp | 41.45%-27.5pp |
| Employer contribution / active EE | $1,306 | $6,248-79.1% | $5,501-76.3% | $4,869-73.2% |
| Participant deferral / active EE | $4,804 | $5,550-13.5% | $4,871-1.4% | $5,287-9.1% |
| Admin fee / account holder | $6,615 | $15,559-57.5% | $13,027-49.2% | $10,132-34.7% |