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 | $11,656 | $89,355-87.0% | $141,162-91.7% | $72,985-84.0% |
| Participation rate | 52.1% | 75.1%-23.0pp | 82.5%-30.4pp | 69.5%-17.4pp |
| Annual return | 60.87% | 111.85%-51.0pp | 71.39%-10.5pp | 81.00%-20.1pp |
| Employer contribution / active EE | $279 | $3,114-91.0% | $4,735-94.1% | $2,440-88.6% |
| Participant deferral / active EE | $2,411 | $5,418-55.5% | $6,709-64.1% | $3,607-33.2% |
| Admin fee / account holder | $404 | $5,958-93.2% | $10,261-96.1% | $5,124-92.1% |