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 | $27,900 | $84,556-67.0% | $116,228-76.0% | $74,304-62.5% |
| Participation rate | 62.6% | 66.0%-3.4pp | 74.6%-11.9pp | 60.3%+2.3pp |
| Annual return | 19.39% | 18.35%+1.0pp | 90.06%-70.7pp | 29.43%-10.0pp |
| Employer contribution / active EE | $512 | $2,168-76.4% | $2,994-82.9% | $2,241-77.1% |
| Participant deferral / active EE | $2,785 | $3,814-27.0% | $4,953-43.8% | $3,767-26.1% |
| Admin fee / account holder | $1,680 | $3,792-55.7% | $11,989-86.0% | $2,969-43.4% |