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 | $12,355 | $63,346-80.5% | $92,233-86.6% | $70,131-82.4% |
| Participation rate | 45.2% | 68.7%-23.5pp | 76.5%-31.3pp | 69.5%-24.4pp |
| Annual return | 14.50% | 530.12%-515.6pp | 176.28%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,717 | $2,854-4.8% | $3,897-30.3% | $3,332-18.5% |
| Admin fee / account holder | $1,960 | $3,840-49.0% | $5,194-62.3% | $4,645-57.8% |