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 7-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 | $15,151 | $103,966-85.4% | $112,887-86.6% | $75,163-79.8% |
| Participation rate | 46.7% | 75.7%-29.0pp | 80.5%-33.8pp | 67.2%-20.5pp |
| Annual return | 48.56% | 24.54%+24.0pp | 34.10%+14.5pp | 160.62%-112.1pp |
| Employer contribution / active EE | $745 | $3,870-80.7% | $4,563-83.7% | $2,670-72.1% |
| Participant deferral / active EE | $3,111 | $5,456-43.0% | $6,513-52.2% | $4,125-24.6% |
| Admin fee / account holder | $483 | $7,663-93.7% | $7,047-93.1% | $5,651-91.5% |