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 | $22,604 | $91,552-75.3% | $133,956-83.1% | $79,858-71.7% |
| Participation rate | 67.7% | 73.3%-5.6pp | 79.8%-12.1pp | 69.6%-1.9pp |
| Annual return | 10.83% | 61.85%-51.0pp | 45.09%-34.3pp | 31.71%-20.9pp |
| Employer contribution / active EE | $481 | $2,384-79.8% | $3,919-87.7% | $2,471-80.6% |
| Participant deferral / active EE | $2,348 | $3,733-37.1% | $5,048-53.5% | $3,740-37.2% |
| Admin fee / account holder | $20,512 | $6,321+224.5% | $8,927+129.8% | $5,306+286.6% |