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 | $26,600 | $96,484-72.4% | $156,263-83.0% | $74,304-64.2% |
| Participation rate | 53.0% | 67.7%-14.6pp | 78.9%-25.9pp | 60.3%-7.3pp |
| Annual return | 13.64% | 17.73%-4.1pp | 59.47%-45.8pp | 29.43%-15.8pp |
| Employer contribution / active EE | $196 | $2,528-92.2% | $4,333-95.5% | $2,241-91.2% |
| Participant deferral / active EE | $2,182 | $4,286-49.1% | $6,158-64.6% | $3,767-42.1% |
| Admin fee / account holder | $4,147 | $3,728+11.2% | $14,255-70.9% | $2,969+39.7% |