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 10-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 | $25,068 | $86,929-71.2% | $102,423-75.5% | $80,856-69.0% |
| Participation rate | 53.0% | 72.4%-19.3pp | 76.5%-23.5pp | 67.6%-14.6pp |
| Annual return | 13.56% | 18.88%-5.3pp | 29.32%-15.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $243 | $2,369-89.7% | $3,023-91.9% | $2,755-91.2% |
| Participant deferral / active EE | $2,454 | $4,118-40.4% | $5,053-51.4% | $4,296-42.9% |
| Admin fee / account holder | $7,633 | $8,049-5.2% | $9,451-19.2% | $6,918+10.3% |