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 | $26,017 | $86,944-70.1% | $107,525-75.8% | $74,304-65.0% |
| Participation rate | 59.2% | 59.6%-0.4pp | 75.1%-15.9pp | 60.3%-1.1pp |
| Annual return | 13.72% | 23.52%-9.8pp | 181.32%-167.6pp | 29.43%-15.7pp |
| Employer contribution / active EE | $468 | $2,757-83.0% | $3,754-87.5% | $2,241-79.1% |
| Participant deferral / active EE | $2,129 | $3,554-40.1% | $5,116-58.4% | $3,767-43.5% |
| Admin fee / account holder | $1,530 | $3,727-58.9% | $8,919-82.8% | $2,969-48.5% |