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 9-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 | $11,530 | $96,484-88.0% | $75,886-84.8% | $152,861-92.5% |
| Participation rate | 58.8% | 76.2%-17.4pp | 69.3%-10.5pp | 82.4%-23.6pp |
| Annual return | 27.43% | 33.98%-6.6pp | 30.76%-3.3pp | 345.32%-317.9pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,395 | $4,553-3.5% | $3,603+22.0% | $5,850-24.9% |
| Admin fee / account holder | $478 | $8,078-94.1% | $5,418-91.2% | $11,596-95.9% |