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 | $28,897 | $70,250-58.9% | $386,318-92.5% | $116,875-75.3% |
| Participation rate | 61.5% | 68.3%-6.8pp | 67.7%-6.3pp | 74.5%-13.1pp |
| Annual return | 18.21% | 17.57%+0.6pp | -2.64%+20.8pp | 16.29%+1.9pp |
| Employer contribution / active EE | $695 | $2,512-72.3% | $4,025-82.7% | $3,288-78.8% |
| Participant deferral / active EE | $2,575 | $3,180-19.0% | $3,524-26.9% | $3,885-33.7% |
| Admin fee / account holder | $3,388 | $7,267-53.4% | $16,179-79.1% | $12,263-72.4% |