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 | $7,349 | $78,705-90.7% | $117,854-93.8% | $70,131-89.5% |
| Participation rate | 30.0% | 73.2%-43.2pp | 79.7%-49.7pp | 69.5%-39.5pp |
| Annual return | 19.04% | 23.30%-4.3pp | 335.08%-316.0pp | 73.14%-54.1pp |
| Employer contribution / active EE | $4 | $2,223-99.8% | $3,786-99.9% | $2,342-99.8% |
| Participant deferral / active EE | $1,661 | $3,297-49.6% | $4,482-62.9% | $3,332-50.1% |
| Admin fee / account holder | $2,572 | $5,065-49.2% | $8,020-67.9% | $4,645-44.6% |