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 | $7,463 | $53,127-86.0% | $86,590-91.4% | $70,131-89.4% |
| Participation rate | 45.7% | 65.3%-19.7pp | 73.5%-27.9pp | 69.5%-23.9pp |
| Annual return | 16.90% | 27.66%-10.8pp | 964.84%-947.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,476 | $2,696-45.2% | $3,609-59.1% | $3,332-55.7% |
| Admin fee / account holder | $746 | $3,585-79.2% | $4,906-84.8% | $4,645-83.9% |