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 | $13,120 | $66,098-80.2% | $101,794-87.1% | $74,304-82.3% |
| Participation rate | 38.2% | 53.8%-15.6pp | 69.2%-31.0pp | 60.3%-22.2pp |
| Annual return | 13.21% | 19.59%-6.4pp | 30.53%-17.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $182 | $1,082-83.2% | $2,289-92.1% | $2,241-91.9% |
| Participant deferral / active EE | $1,327 | $2,781-52.3% | $4,084-67.5% | $3,767-64.8% |
| Admin fee / account holder | $1,086 | $4,146-73.8% | $8,777-87.6% | $2,969-63.4% |