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 | $19,154 | $71,883-73.4% | $86,677-77.9% | $68,494-72.0% |
| Participation rate | 61.8% | 72.2%-10.5pp | 76.6%-14.8pp | 67.9%-6.1pp |
| Annual return | -8.15% | 3.52%-11.7pp | 35.91%-44.1pp | -7.84%-0.3pp |
| Employer contribution / active EE | $263 | $2,173-87.9% | $2,836-90.7% | $2,596-89.9% |
| Participant deferral / active EE | $1,889 | $3,779-50.0% | $4,656-59.4% | $4,027-53.1% |
| Admin fee / account holder | $12,045 | $6,112+97.1% | $7,493+60.7% | $5,403+122.9% |