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 | $25,249 | $72,492-65.2% | $87,100-71.0% | $72,985-65.4% |
| Participation rate | 56.9% | 72.8%-15.9pp | 76.9%-19.9pp | 69.5%-12.5pp |
| Annual return | 16.68% | 24.46%-7.8pp | 28.19%-11.5pp | 81.00%-64.3pp |
| Employer contribution / active EE | $133 | $1,894-93.0% | $2,521-94.7% | $2,440-94.5% |
| Participant deferral / active EE | $1,482 | $3,270-54.7% | $4,049-63.4% | $3,607-58.9% |
| Admin fee / account holder | $2,012 | $5,055-60.2% | $7,497-73.2% | $5,124-60.7% |