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 4-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 | $9,293 | $49,915-81.4% | $154,803-94.0% | $74,304-87.5% |
| Participation rate | 13.2% | 54.0%-40.7pp | 78.1%-64.8pp | 60.3%-47.1pp |
| Annual return | 15.82% | 34.06%-18.2pp | 58.88%-43.1pp | 29.43%-13.6pp |
| Employer contribution / active EE | $147 | $1,611-90.9% | $4,305-96.6% | $2,241-93.4% |
| Participant deferral / active EE | $679 | $2,255-69.9% | $5,540-87.7% | $3,767-82.0% |
| Admin fee / account holder | $2,422 | $2,189+10.6% | $14,329-83.1% | $2,969-18.4% |