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 | $44,211 | $148,978-70.3% | $200,582-78.0% | $84,808-47.9% |
| Participation rate | 61.3% | 84.2%-22.9pp | 86.9%-25.6pp | 68.3%-7.0pp |
| Annual return | 14.88% | 28.16%-13.3pp | 42.33%-27.5pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,418 | $4,815-70.6% | $6,419-77.9% | $2,631-46.1% |
| Participant deferral / active EE | $10,082 | $7,142+41.2% | $9,331+8.0% | $4,212+139.4% |
| Admin fee / account holder | $11,089 | $13,977-20.7% | $16,305-32.0% | $7,344+51.0% |