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 7-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 | $22,100 | $176,812-87.5% | $146,665-84.9% | $167,490-86.8% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 13.39% | 24.03%-10.6pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,020 | $5,160-80.2% | $4,136-75.3% | $4,837-78.9% |
| Participant deferral / active EE | $3,742 | $6,440-41.9% | $5,506-32.0% | $6,341-41.0% |
| Admin fee / account holder | $1,677 | $13,259-87.4% | $10,280-83.7% | $12,309-86.4% |