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 | $11,243 | $50,637-77.8% | $86,590-87.0% | $62,292-82.0% |
| Participation rate | 55.6% | 67.9%-12.3pp | 73.5%-18.0pp | 69.5%-14.0pp |
| Annual return | 14.20% | 20.80%-6.6pp | 964.84%-950.6pp | 28.90%-14.7pp |
| Employer contribution / active EE | $36 | $2,075-98.2% | $2,839-98.7% | $2,042-98.2% |
| Participant deferral / active EE | $1,109 | $2,611-57.5% | $3,609-69.3% | $3,169-65.0% |
| Admin fee / account holder | $1,312 | $413+217.4% | $4,906-73.3% | $479+173.7% |