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 | $11,162 | $115,882-90.4% | $100,516-88.9% | $158,922-93.0% |
| Participation rate | 46.7% | 81.6%-34.9pp | 79.4%-32.7pp | 82.0%-35.3pp |
| Annual return | 12.81% | 34.79%-22.0pp | 30.89%-18.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $256 | $4,103-93.8% | $3,418-92.5% | $4,761-94.6% |
| Participant deferral / active EE | $2,334 | $6,674-65.0% | $6,270-62.8% | $5,982-61.0% |
| Admin fee / account holder | $45,939 | $10,995+317.8% | $8,081+468.5% | $11,246+308.5% |