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 | $20,569 | $109,881-81.3% | $150,045-86.3% | $84,808-75.7% |
| Participation rate | 59.4% | 76.1%-16.7pp | 82.3%-22.9pp | 68.3%-8.9pp |
| Annual return | 16.72% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,669 | $6,636-59.8% | $7,997-66.6% | $4,212-36.6% |
| Admin fee / account holder | $839 | $8,568-90.2% | $13,435-93.8% | $7,344-88.6% |