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 5-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 | $12,245 | $180,028-93.2% | $138,135-91.1% | $158,922-92.3% |
| Participation rate | 57.1% | 82.2%-25.1pp | 78.7%-21.6pp | 82.0%-24.8pp |
| Annual return | 12.06% | 21.68%-9.6pp | 20.51%-8.4pp | 302.83%-290.8pp |
| Employer contribution / active EE | $287 | $7,470-96.2% | $5,587-94.9% | $4,761-94.0% |
| Participant deferral / active EE | $3,532 | $7,717-54.2% | $6,431-45.1% | $5,982-41.0% |
| Admin fee / account holder | $3,868 | $17,912-78.4% | $11,856-67.4% | $11,246-65.6% |