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 6-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 | $28,979 | $86,286-66.4% | $111,297-74.0% | $85,850-66.2% |
| Participation rate | 32.3% | 73.3%-41.1pp | 77.3%-45.1pp | 69.3%-37.1pp |
| Annual return | 13.87% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $461 | $2,043-77.5% | $2,731-83.1% | $2,565-82.0% |
| Participant deferral / active EE | $2,300 | $3,641-36.8% | $4,487-48.7% | $3,952-41.8% |
| Admin fee / account holder | $719 | $8,188-91.2% | $7,964-91.0% | $6,260-88.5% |