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 | $14,550 | $46,869-69.0% | $122,332-88.1% | $70,131-79.3% |
| Participation rate | 19.8% | 58.2%-38.4pp | 71.6%-51.8pp | 69.5%-49.7pp |
| Annual return | 29.22% | 24.22%+5.0pp | 30.27%-1.1pp | 73.14%-43.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $861 | $2,166-60.3% | $3,287-73.8% | $3,332-74.2% |
| Admin fee / account holder | $778 | $3,322-76.6% | $5,478-85.8% | $4,645-83.3% |