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 | $21,138 | $98,750-78.6% | $149,696-85.9% | $79,858-73.5% |
| Participation rate | 28.0% | 75.8%-47.8pp | 82.5%-54.5pp | 69.6%-41.6pp |
| Annual return | 19.16% | 27.43%-8.3pp | 276.60%-257.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,312 | $5,680-41.7% | $6,842-51.6% | $3,740-11.4% |
| Admin fee / account holder | $5,090 | $6,053-15.9% | $9,309-45.3% | $5,306-4.1% |