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 | $10,688 | $55,706-80.8% | $75,886-85.9% | $72,985-85.4% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.3%-44.3pp | 69.5%-44.5pp |
| Annual return | 50.43% | 27.59%+22.8pp | 30.76%+19.7pp | 81.00%-30.6pp |
| Employer contribution / active EE | $200 | $1,687-88.1% | $2,500-92.0% | $2,440-91.8% |
| Participant deferral / active EE | $1,239 | $2,634-52.9% | $3,603-65.6% | $3,607-65.6% |
| Admin fee / account holder | $456 | $3,978-88.6% | $5,418-91.6% | $5,124-91.1% |