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 | $21,339 | $81,460-73.8% | $103,333-79.3% | $80,856-73.6% |
| Participation rate | 43.3% | 66.8%-23.5pp | 74.5%-31.2pp | 67.6%-24.3pp |
| Annual return | 11.28% | 25.55%-14.3pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $606 | $3,105-80.5% | $3,868-84.3% | $2,755-78.0% |
| Participant deferral / active EE | $1,947 | $3,869-49.7% | $5,057-61.5% | $4,296-54.7% |
| Admin fee / account holder | $455 | $6,566-93.1% | $8,355-94.5% | $6,918-93.4% |