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 | $15,154 | $88,583-82.9% | $88,497-82.9% | $273,961-94.5% |
| Participation rate | 20.0% | 83.5%-63.5pp | 82.4%-62.4pp | 83.0%-63.0pp |
| Annual return | 11.98% | 5.68%+6.3pp | 7.63%+4.4pp | 41.45%-29.5pp |
| Employer contribution / active EE | $851 | $4,502-81.1% | $4,036-78.9% | $4,869-82.5% |
| Participant deferral / active EE | $2,092 | $4,891-57.2% | $4,899-57.3% | $5,287-60.4% |
| Admin fee / account holder | $540 | $8,980-94.0% | $6,220-91.3% | $10,132-94.7% |