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 | $9,985 | $54,045-81.5% | $115,157-91.3% | $65,185-84.7% |
| Participation rate | 54.4% | 63.5%-9.2pp | 75.9%-21.5pp | 70.2%-15.8pp |
| Annual return | 0.00% | 26.55%-26.5pp | 35.60%-35.6pp | 29.38%-29.4pp |
| Employer contribution / active EE | $422 | $1,653-74.5% | $3,179-86.7% | $2,177-80.6% |
| Participant deferral / active EE | $1,296 | $2,504-48.2% | $4,168-68.9% | $3,514-63.1% |
| Admin fee / account holder | $376 | $626-39.8% | $7,088-94.7% | $847-55.6% |