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 | $4,521 | $45,035-90.0% | $62,995-92.8% | $70,131-93.6% |
| Participation rate | 63.2% | 69.5%-6.4pp | 74.8%-11.6pp | 69.5%-6.4pp |
| Annual return | 15.51% | 18.76%-3.2pp | 87.57%-72.1pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $992 | $2,465-59.7% | $3,329-70.2% | $3,332-70.2% |
| Admin fee / account holder | $356 | $2,834-87.4% | $3,600-90.1% | $4,645-92.3% |