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 8-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 | $8,962 | $127,386-93.0% | $115,037-92.2% | $125,391-92.9% |
| Participation rate | 38.9% | 84.2%-45.3pp | 81.4%-42.5pp | 83.2%-44.3pp |
| Annual return | -2.11% | 31.28%-33.4pp | 26.14%-28.3pp | 282.22%-284.3pp |
| Employer contribution / active EE | $350 | $5,166-93.2% | $4,608-92.4% | $4,866-92.8% |
| Participant deferral / active EE | $2,171 | $6,423-66.2% | $6,026-64.0% | $5,352-59.4% |
| Admin fee / account holder | $315 | $9,516-96.7% | $8,175-96.1% | $9,540-96.7% |