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 8-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 | $20,398 | $78,672-74.1% | $109,143-81.3% | $85,850-76.2% |
| Participation rate | 43.9% | 68.3%-24.4pp | 75.9%-32.0pp | 69.3%-25.4pp |
| Annual return | 12.02% | 25.09%-13.1pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $515 | $2,735-81.2% | $3,722-86.2% | $2,565-79.9% |
| Participant deferral / active EE | $2,293 | $3,467-33.9% | $4,653-50.7% | $3,952-42.0% |
| Admin fee / account holder | $699 | $5,469-87.2% | $6,752-89.6% | $6,260-88.8% |