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 10-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 | $22,640 | $209,411-89.2% | $178,490-87.3% | $158,922-85.8% |
| Participation rate | 69.2% | 86.3%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 18.06% | 188.75%-170.7pp | 151.07%-133.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $844 | $5,706-85.2% | $5,011-83.1% | $4,761-82.3% |
| Participant deferral / active EE | $3,545 | $5,954-40.5% | $5,202-31.9% | $5,982-40.7% |
| Admin fee / account holder | $2,620 | $17,074-84.7% | $13,984-81.3% | $11,246-76.7% |