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 7-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 | $9,578 | $78,422-87.8% | $95,952-90.0% | $79,858-88.0% |
| Participation rate | 51.6% | 73.5%-21.9pp | 77.1%-25.5pp | 69.6%-18.0pp |
| Annual return | 22.50% | 19.37%+3.1pp | 91.61%-69.1pp | 31.71%-9.2pp |
| Employer contribution / active EE | $151 | $1,945-92.2% | $2,541-94.0% | $2,471-93.9% |
| Participant deferral / active EE | $1,754 | $3,440-49.0% | $4,167-57.9% | $3,740-53.1% |
| Admin fee / account holder | $333 | $5,622-94.1% | $6,795-95.1% | $5,306-93.7% |