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 | $3,982 | $80,717-95.1% | $154,803-97.4% | $84,808-95.3% |
| Participation rate | 51.5% | 66.8%-15.3pp | 78.1%-26.6pp | 68.3%-16.8pp |
| Annual return | 50.63% | 37.96%+12.7pp | 58.88%-8.3pp | 40.90%+9.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,650 | $3,303-50.1% | $5,540-70.2% | $4,212-60.8% |
| Admin fee / account holder | $2,278 | $6,746-66.2% | $14,329-84.1% | $7,344-69.0% |