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 4-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 | $17,820 | $154,117-88.4% | $129,995-86.3% | $139,434-87.2% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.5%-33.0pp | 80.3%-34.9pp |
| Annual return | 21.68% | 32.48%-10.8pp | -137.18%+158.9pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,064 | $5,289-79.9% | $4,320-75.4% | $4,751-77.6% |
| Participant deferral / active EE | $3,107 | $6,710-53.7% | $5,820-46.6% | $6,710-53.7% |
| Admin fee / account holder | $1,782 | $14,007-87.3% | $10,614-83.2% | $11,403-84.4% |