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 3-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 | $18,802 | $214,378-91.2% | $200,582-90.6% | $142,382-86.8% |
| Participation rate | 68.4% | 87.4%-19.0pp | 86.9%-18.5pp | 80.1%-11.7pp |
| Annual return | 16.96% | 46.41%-29.4pp | 42.33%-25.4pp | 217.08%-200.1pp |
| Employer contribution / active EE | $982 | $6,841-85.6% | $6,419-84.7% | $4,299-77.1% |
| Participant deferral / active EE | $4,632 | $9,865-53.0% | $9,331-50.4% | $6,507-28.8% |
| Admin fee / account holder | $1,823 | $17,692-89.7% | $16,305-88.8% | $12,624-85.6% |