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 9-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 | $19,405 | $79,700-75.7% | $153,485-87.4% | $74,495-74.0% |
| Participation rate | 59.7% | 69.8%-10.1pp | 77.1%-17.4pp | 67.2%-7.5pp |
| Annual return | 12.74% | 15.07%-2.3pp | 15.65%-2.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $808 | $4,016-79.9% | $5,039-84.0% | $2,623-69.2% |
| Participant deferral / active EE | $3,406 | $5,315-35.9% | $6,757-49.6% | $4,346-21.6% |
| Admin fee / account holder | $4,497 | $1,790+151.3% | $12,724-64.7% | $1,942+131.6% |