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 | $7,358 | $78,705-90.7% | $117,854-93.8% | $70,131-89.5% |
| Participation rate | 58.3% | 73.2%-14.9pp | 79.7%-21.3pp | 69.5%-11.2pp |
| Annual return | 17.98% | 23.30%-5.3pp | 335.08%-317.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $186 | $2,223-91.7% | $3,786-95.1% | $2,342-92.1% |
| Participant deferral / active EE | $1,742 | $3,297-47.2% | $4,482-61.1% | $3,332-47.7% |
| Admin fee / account holder | $1,499 | $5,065-70.4% | $8,020-81.3% | $4,645-67.7% |