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 | $11,131 | $45,035-75.3% | $62,995-82.3% | $70,131-84.1% |
| Participation rate | 40.6% | 69.5%-28.9pp | 74.8%-34.2pp | 69.5%-29.0pp |
| Annual return | 14.42% | 18.76%-4.3pp | 87.57%-73.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $298 | $2,051-85.5% | $2,759-89.2% | $2,342-87.3% |
| Participant deferral / active EE | $1,138 | $2,465-53.8% | $3,329-65.8% | $3,332-65.8% |
| Admin fee / account holder | $1,291 | $2,834-54.5% | $3,600-64.1% | $4,645-72.2% |