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 5-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 | $8,212 | $109,413-92.5% | $156,263-94.7% | $84,808-90.3% |
| Participation rate | 65.2% | 72.7%-7.5pp | 78.9%-13.7pp | 68.3%-3.1pp |
| Annual return | 16.27% | 20.18%-3.9pp | 59.47%-43.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $322 | $2,907-88.9% | $4,333-92.6% | $2,631-87.8% |
| Participant deferral / active EE | $3,710 | $4,590-19.2% | $6,158-39.8% | $4,212-11.9% |
| Admin fee / account holder | $4,363 | $9,357-53.4% | $14,255-69.4% | $7,344-40.6% |