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 | $21,908 | $72,404-69.7% | $110,238-80.1% | $64,186-65.9% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.6%-17.5pp |
| Annual return | -2.67% | -6.29%+3.6pp | 314.74%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $344 | $2,282-84.9% | $3,826-91.0% | $2,381-85.6% |
| Participant deferral / active EE | $2,443 | $3,469-29.6% | $4,672-47.7% | $3,470-29.6% |
| Admin fee / account holder | $4,668 | $5,664-17.6% | $8,547-45.4% | $4,888-4.5% |