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 | $10,532 | $211,958-95.0% | $169,463-93.8% | $135,375-92.2% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -3.43% | 3.26%-6.7pp | 1.83%-5.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $335 | $5,120-93.5% | $4,159-92.0% | $4,779-93.0% |
| Participant deferral / active EE | $1,322 | $6,075-78.2% | $5,277-75.0% | $5,609-76.4% |
| Admin fee / account holder | $12,317 | $11,471+7.4% | $9,109+35.2% | $10,827+13.8% |