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 | $35,216 | $95,880-63.3% | $107,525-67.2% | $85,563-58.8% |
| Participation rate | 29.9% | 70.1%-40.3pp | 75.1%-45.2pp | 66.0%-36.1pp |
| Annual return | 20.87% | 68.06%-47.2pp | 181.32%-160.4pp | 31.51%-10.6pp |
| Employer contribution / active EE | $385 | $3,812-89.9% | $3,754-89.7% | $2,654-85.5% |
| Participant deferral / active EE | $2,462 | $4,201-41.4% | $5,116-51.9% | $4,375-43.7% |
| Admin fee / account holder | $1,681 | $1,025+64.0% | $8,919-81.1% | $834+101.6% |