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 | $19,164 | $80,724-76.3% | $103,333-81.5% | $74,495-74.3% |
| Participation rate | 60.6% | 65.7%-5.1pp | 74.5%-13.9pp | 67.2%-6.6pp |
| Annual return | 14.52% | 27.56%-13.0pp | 24.88%-10.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $380 | $3,157-88.0% | $3,868-90.2% | $2,623-85.5% |
| Participant deferral / active EE | $1,674 | $3,860-56.6% | $5,057-66.9% | $4,346-61.5% |
| Admin fee / account holder | $3,422 | $2,368+44.5% | $8,355-59.0% | $1,942+76.2% |