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 | $13,825 | $72,492-80.9% | $87,100-84.1% | $72,985-81.1% |
| Participation rate | 53.4% | 72.8%-19.4pp | 76.9%-23.4pp | 69.5%-16.0pp |
| Annual return | 19.23% | 24.46%-5.2pp | 28.19%-9.0pp | 81.00%-61.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,165 | $3,270-33.8% | $4,049-46.5% | $3,607-40.0% |
| Admin fee / account holder | $1,026 | $5,055-79.7% | $7,497-86.3% | $5,124-80.0% |