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 | $16,659 | $125,758-86.8% | $169,993-90.2% | $75,163-77.8% |
| Participation rate | 56.9% | 83.6%-26.6pp | 87.0%-30.1pp | 67.2%-10.2pp |
| Annual return | 27.21% | 27.20%0pp | 53.37%-26.2pp | 160.62%-133.4pp |
| Employer contribution / active EE | $1,036 | $4,615-77.6% | $6,785-84.7% | $2,670-61.2% |
| Participant deferral / active EE | $3,315 | $6,837-51.5% | $10,408-68.1% | $4,125-19.6% |
| Admin fee / account holder | $9,123 | $8,173+11.6% | $12,815-28.8% | $5,651+61.4% |