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 3-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 | $12,905 | $74,304-82.6% | $69,780-81.5% | $74,304-82.6% |
| Participation rate | 33.8% | 60.3%-26.6pp | 79.3%-45.5pp | 60.3%-26.6pp |
| Annual return | 27.15% | 29.43%-2.3pp | 26.31%+0.8pp | 29.43%-2.3pp |
| Employer contribution / active EE | $269 | $2,241-88.0% | $4,168-93.5% | $2,241-88.0% |
| Participant deferral / active EE | $1,087 | $3,767-71.2% | $6,164-82.4% | $3,767-71.2% |
| Admin fee / account holder | $492 | $2,969-83.4% | $7,285-93.2% | $2,969-83.4% |