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 4-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 | $12,489 | $78,926-84.2% | $136,749-90.9% | $84,808-85.3% |
| Participation rate | 44.2% | 62.2%-18.0pp | 72.1%-28.0pp | 68.3%-24.1pp |
| Annual return | 16.25% | 18.17%-1.9pp | 24.33%-8.1pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,134-100.0% | $3,400-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,192 | $3,168-62.4% | $4,692-74.6% | $4,212-71.7% |
| Admin fee / account holder | $1,344 | $6,369-78.9% | $11,386-88.2% | $7,344-81.7% |