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 | $24,049 | $79,944-69.9% | $98,439-75.6% | $75,163-68.0% |
| Participation rate | 24.4% | 70.4%-46.0pp | 75.2%-50.7pp | 67.2%-42.8pp |
| Annual return | 80.77% | 19.75%+61.0pp | 21.16%+59.6pp | 160.62%-79.8pp |
| Employer contribution / active EE | $369 | $2,264-83.7% | $3,048-87.9% | $2,670-86.2% |
| Participant deferral / active EE | $1,858 | $3,752-50.5% | $4,738-60.8% | $4,125-55.0% |
| Admin fee / account holder | $1,711 | $6,840-75.0% | $8,948-80.9% | $5,651-69.7% |