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 9-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 | $7,623 | $81,632-90.7% | $70,449-89.2% | $158,922-95.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 13.86% | 208.40%-194.5pp | 109.03%-95.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $284 | $3,217-91.2% | $2,737-89.6% | $4,761-94.0% |
| Participant deferral / active EE | $1,136 | $4,554-75.1% | $3,709-69.4% | $5,982-81.0% |
| Admin fee / account holder | $750 | $6,193-87.9% | $3,845-80.5% | $11,246-93.3% |