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 6-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 | $15,423 | $73,933-79.1% | $96,683-84.0% | $75,163-79.5% |
| Participation rate | 39.7% | 66.4%-26.7pp | 74.3%-34.6pp | 67.2%-27.5pp |
| Annual return | 20.46% | 26.70%-6.2pp | 35.69%-15.2pp | 160.62%-140.2pp |
| Employer contribution / active EE | $554 | $2,928-81.1% | $3,737-85.2% | $2,670-79.3% |
| Participant deferral / active EE | $1,596 | $3,659-56.4% | $4,878-67.3% | $4,125-61.3% |
| Admin fee / account holder | $1,836 | $5,216-64.8% | $6,730-72.7% | $5,651-67.5% |