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 | $12,979 | $78,422-83.4% | $95,952-86.5% | $79,858-83.7% |
| Participation rate | 56.4% | 73.5%-17.1pp | 77.1%-20.7pp | 69.6%-13.2pp |
| Annual return | 19.02% | 19.37%-0.4pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $366 | $1,945-81.2% | $2,541-85.6% | $2,471-85.2% |
| Participant deferral / active EE | $2,091 | $3,440-39.2% | $4,167-49.8% | $3,740-44.1% |
| Admin fee / account holder | $357 | $5,622-93.7% | $6,795-94.7% | $5,306-93.3% |