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 | $12,507 | $109,881-88.6% | $150,045-91.7% | $84,808-85.3% |
| Participation rate | 68.8% | 76.1%-7.3pp | 82.3%-13.6pp | 68.3%+0.4pp |
| Annual return | 18.08% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $631 | $3,561-82.3% | $4,693-86.5% | $2,631-76.0% |
| Participant deferral / active EE | $2,806 | $6,636-57.7% | $7,997-64.9% | $4,212-33.4% |
| Admin fee / account holder | $1,534 | $8,568-82.1% | $13,435-88.6% | $7,344-79.1% |