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 | $14,638 | $81,460-82.0% | $103,333-85.8% | $80,856-81.9% |
| Participation rate | 43.2% | 66.8%-23.6pp | 74.5%-31.3pp | 67.6%-24.4pp |
| Annual return | 10.49% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $646 | $3,105-79.2% | $3,868-83.3% | $2,755-76.6% |
| Participant deferral / active EE | $1,959 | $3,869-49.4% | $5,057-61.3% | $4,296-54.4% |
| Admin fee / account holder | $2,905 | $6,566-55.8% | $8,355-65.2% | $6,918-58.0% |