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 | $18,044 | $50,464-64.2% | $75,781-76.2% | $52,331-65.5% |
| Participation rate | 65.7% | 66.8%-1.0pp | 75.8%-10.1pp | 68.1%-2.4pp |
| Annual return | 0.25% | 1.03%-0.8pp | 9.68%-9.4pp | 4.54%-4.3pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,384 | $2,570-7.2% | $3,651-34.7% | $3,022-21.1% |
| Admin fee / account holder | $1,101 | $1,103-0.2% | $5,299-79.2% | $592+86.1% |