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 | $20,956 | $62,586-66.5% | $76,768-72.7% | $64,186-67.4% |
| Participation rate | 64.7% | 72.8%-8.1pp | 77.0%-12.3pp | 69.6%-4.9pp |
| Annual return | 0.99% | -1.95%+2.9pp | 2.43%-1.4pp | 7.63%-6.6pp |
| Employer contribution / active EE | $289 | $1,832-84.2% | $2,485-88.4% | $2,381-87.9% |
| Participant deferral / active EE | $1,925 | $3,145-38.8% | $3,852-50.0% | $3,470-44.5% |
| Admin fee / account holder | $13,039 | $4,667+179.4% | $6,675+95.3% | $4,888+166.7% |