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 9-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 | $9,369 | $48,750-80.8% | $88,946-89.5% | $74,304-87.4% |
| Participation rate | 31.4% | 44.5%-13.1pp | 68.8%-37.5pp | 60.3%-29.0pp |
| Annual return | 20.02% | 25.91%-5.9pp | 57.82%-37.8pp | 29.43%-9.4pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,032 | $2,423-57.4% | $4,581-77.5% | $3,767-72.6% |
| Admin fee / account holder | $1,242 | $3,756-66.9% | $8,261-85.0% | $2,969-58.2% |