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 8-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 | $19,790 | $180,028-89.0% | $138,135-85.7% | $158,922-87.5% |
| Participation rate | 66.7% | 82.2%-15.6pp | 78.7%-12.0pp | 82.0%-15.3pp |
| Annual return | 14.06% | 21.68%-7.6pp | 20.51%-6.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,111 | $7,470-85.1% | $5,587-80.1% | $4,761-76.7% |
| Participant deferral / active EE | $2,921 | $7,717-62.2% | $6,431-54.6% | $5,982-51.2% |
| Admin fee / account holder | $1,718 | $17,912-90.4% | $11,856-85.5% | $11,246-84.7% |