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 | $27,702 | $95,803-71.1% | $113,168-75.5% | $84,808-67.3% |
| Participation rate | 61.5% | 72.9%-11.3pp | 76.6%-15.0pp | 68.3%-6.8pp |
| Annual return | 17.15% | 25.00%-7.9pp | 24.27%-7.1pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,074 | $4,242-51.1% | $5,107-59.4% | $4,212-50.8% |
| Admin fee / account holder | $986 | $8,989-89.0% | $12,068-91.8% | $7,344-86.6% |