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 | $9,066 | $57,354-84.2% | $83,848-89.2% | $64,186-85.9% |
| Participation rate | 56.9% | 68.6%-11.7pp | 76.1%-19.2pp | 69.6%-12.6pp |
| Annual return | 4.84% | 11.38%-6.5pp | 850.88%-846.0pp | 7.63%-2.8pp |
| Employer contribution / active EE | $346 | $2,545-86.4% | $3,631-90.5% | $2,381-85.5% |
| Participant deferral / active EE | $1,768 | $2,993-40.9% | $4,082-56.7% | $3,470-49.0% |
| Admin fee / account holder | $690 | $4,046-82.9% | $5,478-87.4% | $4,888-85.9% |