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 | $18,230 | $71,883-74.6% | $86,677-79.0% | $68,494-73.4% |
| Participation rate | 52.8% | 72.2%-19.5pp | 76.6%-23.8pp | 67.9%-15.1pp |
| Annual return | -18.80% | 3.52%-22.3pp | 35.91%-54.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $306 | $2,173-85.9% | $2,836-89.2% | $2,596-88.2% |
| Participant deferral / active EE | $1,888 | $3,779-50.0% | $4,656-59.4% | $4,027-53.1% |
| Admin fee / account holder | $2,116 | $6,112-65.4% | $7,493-71.8% | $5,403-60.8% |