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 | $7,716 | $157,256-95.1% | $141,162-94.5% | $152,861-95.0% |
| Participation rate | 45.0% | 84.8%-39.8pp | 82.5%-37.5pp | 82.4%-37.4pp |
| Annual return | 18.69% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $576 | $5,261-89.1% | $4,735-87.8% | $4,762-87.9% |
| Participant deferral / active EE | $3,343 | $7,109-53.0% | $6,709-50.2% | $5,850-42.9% |
| Admin fee / account holder | $12,648 | $12,120+4.4% | $10,261+23.3% | $11,596+9.1% |