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 | $12,372 | $100,754-87.7% | $86,677-85.7% | $134,475-90.8% |
| Participation rate | 37.5% | 78.9%-41.4pp | 76.6%-39.1pp | 81.2%-43.7pp |
| Annual return | -18.13% | 29.04%-47.2pp | 35.91%-54.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $463 | $3,489-86.7% | $2,836-83.7% | $4,740-90.2% |
| Participant deferral / active EE | $2,287 | $5,338-57.2% | $4,656-50.9% | $6,400-64.3% |
| Admin fee / account holder | $1,173 | $10,926-89.3% | $7,493-84.3% | $11,426-89.7% |