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 5-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 | $15,040 | $138,347-89.1% | $184,203-91.8% | $80,856-81.4% |
| Participation rate | 22.4% | 83.9%-61.5pp | 86.8%-64.5pp | 67.6%-45.3pp |
| Annual return | 17.76% | 20.02%-2.3pp | 28.81%-11.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,731 | $7,071-47.2% | $9,131-59.1% | $4,296-13.2% |
| Admin fee / account holder | $3,062 | $10,483-70.8% | $13,901-78.0% | $6,918-55.7% |