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 9-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 | $9,418 | $70,669-86.7% | $169,368-94.4% | $75,163-87.5% |
| Participation rate | 57.1% | 64.8%-7.6pp | 77.1%-20.0pp | 67.2%-10.0pp |
| Annual return | 17.96% | 36.36%-18.4pp | 405.60%-387.6pp | 160.62%-142.7pp |
| Employer contribution / active EE | $327 | $2,211-85.2% | $4,013-91.9% | $2,670-87.8% |
| Participant deferral / active EE | $1,642 | $4,311-61.9% | $6,221-73.6% | $4,125-60.2% |
| Admin fee / account holder | $2,476 | $5,402-54.2% | $9,003-72.5% | $5,651-56.2% |