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 6-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 | $4,469 | $80,717-94.5% | $154,803-97.1% | $84,808-94.7% |
| Participation rate | 51.3% | 66.8%-15.5pp | 78.1%-26.8pp | 68.3%-17.0pp |
| Annual return | 18.80% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $206 | $2,761-92.5% | $4,305-95.2% | $2,631-92.2% |
| Participant deferral / active EE | $931 | $3,303-71.8% | $5,540-83.2% | $4,212-77.9% |
| Admin fee / account holder | $1,056 | $6,746-84.3% | $14,329-92.6% | $7,344-85.6% |