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 | $19,608 | $89,355-78.1% | $141,162-86.1% | $72,985-73.1% |
| Participation rate | 48.1% | 75.1%-27.0pp | 82.5%-34.3pp | 69.5%-21.3pp |
| Annual return | 24.57% | 111.85%-87.3pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,608 | $5,418-51.9% | $6,709-61.1% | $3,607-27.7% |
| Admin fee / account holder | $874 | $5,958-85.3% | $10,261-91.5% | $5,124-82.9% |