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 | $7,193 | $45,863-84.3% | $77,024-90.7% | $68,494-89.5% |
| Participation rate | 61.8% | 55.9%+5.9pp | 67.9%-6.1pp | 67.9%-6.1pp |
| Annual return | -18.15% | 1.72%-19.9pp | 42.32%-60.5pp | -7.84%-10.3pp |
| Employer contribution / active EE | $222 | $1,650-86.5% | $2,812-92.1% | $2,596-91.4% |
| Participant deferral / active EE | $1,120 | $2,962-62.2% | $4,426-74.7% | $4,027-72.2% |
| Admin fee / account holder | $855 | $3,041-71.9% | $5,425-84.2% | $5,403-84.2% |