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 | $9,521 | $56,897-83.3% | $84,750-88.8% | $62,891-84.9% |
| Participation rate | 60.7% | 68.5%-7.8pp | 76.6%-15.9pp | 69.3%-8.6pp |
| Annual return | 5.41% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.7pp |
| Employer contribution / active EE | $271 | $2,400-88.7% | $3,574-92.4% | $2,281-88.1% |
| Participant deferral / active EE | $1,488 | $2,709-45.1% | $3,712-59.9% | $3,203-53.5% |
| Admin fee / account holder | $579 | $3,581-83.8% | $5,332-89.1% | $4,296-86.5% |