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 | $14,064 | $228,332-93.8% | $185,823-92.4% | $158,922-91.2% |
| Participation rate | 22.2% | 82.3%-60.1pp | 78.0%-55.8pp | 82.0%-59.7pp |
| Annual return | 11.01% | 40.80%-29.8pp | 35.95%-24.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $402 | $4,967-91.9% | $4,087-90.2% | $4,761-91.5% |
| Participant deferral / active EE | $2,070 | $6,415-67.7% | $5,632-63.2% | $5,982-65.4% |
| Admin fee / account holder | $8,686 | $11,864-26.8% | $9,500-8.6% | $11,246-22.8% |