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 | $18,354 | $215,361-91.5% | $171,082-89.3% | $273,961-93.3% |
| Participation rate | 23.5% | 82.0%-58.5pp | 76.7%-53.2pp | 83.0%-59.5pp |
| Annual return | 8.06% | 25.14%-17.1pp | 32.56%-24.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,673 | $5,543-69.8% | $4,797-65.1% | $5,287-68.4% |
| Admin fee / account holder | $4,228 | $10,846-61.0% | $8,520-50.4% | $10,132-58.3% |