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 | $15,228 | $72,404-79.0% | $110,238-86.2% | $64,186-76.3% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.0pp |
| Annual return | -3.26% | -6.29%+3.0pp | 314.74%-318.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $511 | $2,282-77.6% | $3,826-86.7% | $2,381-78.6% |
| Participant deferral / active EE | $1,733 | $3,469-50.0% | $4,672-62.9% | $3,470-50.0% |
| Admin fee / account holder | $2,242 | $5,664-60.4% | $8,547-73.8% | $4,888-54.1% |