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 | $13,053 | $78,926-83.5% | $136,749-90.5% | $84,808-84.6% |
| Participation rate | 23.1% | 62.2%-39.1pp | 72.1%-49.1pp | 68.3%-45.2pp |
| Annual return | 19.63% | 18.17%+1.5pp | 24.33%-4.7pp | 40.90%-21.3pp |
| Employer contribution / active EE | $359 | $2,134-83.2% | $3,400-89.4% | $2,631-86.3% |
| Participant deferral / active EE | $1,364 | $3,168-57.0% | $4,692-70.9% | $4,212-67.6% |
| Admin fee / account holder | $19,504 | $6,369+206.2% | $11,386+71.3% | $7,344+165.6% |