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 | $13,325 | $79,944-83.3% | $98,439-86.5% | $75,163-82.3% |
| Participation rate | 63.2% | 70.4%-7.2pp | 75.2%-12.0pp | 67.2%-4.0pp |
| Annual return | 20.65% | 19.75%+0.9pp | 21.16%-0.5pp | 160.62%-140.0pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,936 | $3,752-48.4% | $4,738-59.1% | $4,125-53.1% |
| Admin fee / account holder | $1,355 | $6,840-80.2% | $8,948-84.9% | $5,651-76.0% |