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 | $12,361 | $131,829-90.6% | $108,579-88.6% | $273,961-95.5% |
| Participation rate | 62.5% | 83.5%-21.0pp | 79.6%-17.1pp | 83.0%-20.5pp |
| Annual return | 12.94% | -91.57%+104.5pp | -51.70%+64.6pp | 41.45%-28.5pp |
| Employer contribution / active EE | $562 | $4,912-88.6% | $3,758-85.1% | $4,869-88.5% |
| Participant deferral / active EE | $2,783 | $5,127-45.7% | $4,311-35.4% | $5,287-47.4% |
| Admin fee / account holder | $470 | $10,252-95.4% | $7,645-93.8% | $10,132-95.4% |