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 | $100,085 | $150,431-33.5% | $131,982-24.2% | $357,791-72.0% |
| Participation rate | 68.8% | 86.5%-17.8pp | 86.8%-18.0pp | 85.6%-16.8pp |
| Annual return | 11.77% | -6.42%+18.2pp | -4.02%+15.8pp | 396.79%-385.0pp |
| Employer contribution / active EE | $1,398 | $3,938-64.5% | $3,768-62.9% | $7,508-81.4% |
| Participant deferral / active EE | $5,123 | $4,015+27.6% | $3,959+29.4% | $5,521-7.2% |
| Admin fee / account holder | $7,149 | $8,260-13.4% | $6,995+2.2% | $28,387-74.8% |