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 | $13,306 | $174,892-92.4% | $135,584-90.2% | $357,791-96.3% |
| Participation rate | 59.1% | 80.4%-21.3pp | 74.9%-15.8pp | 85.6%-26.5pp |
| Annual return | 10.92% | -8.84%+19.8pp | -6.29%+17.2pp | 396.79%-385.9pp |
| Employer contribution / active EE | $2,815 | $4,063-30.7% | $2,978-5.5% | $7,508-62.5% |
| Participant deferral / active EE | $0 | $4,096-100.0% | $3,505-100.0% | $5,521-100.0% |
| Admin fee / account holder | $2,639 | $8,977-70.6% | $7,720-65.8% | $28,387-90.7% |