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 | $12,076 | $61,272-80.3% | $149,673-91.9% | $71,457-83.1% |
| Participation rate | 21.8% | 62.5%-40.7pp | 78.8%-57.0pp | 67.9%-46.1pp |
| Annual return | 22.79% | 35.85%-13.1pp | 134.42%-111.6pp | 28.85%-6.1pp |
| Employer contribution / active EE | $172 | $2,378-92.8% | $4,818-96.4% | $2,588-93.3% |
| Participant deferral / active EE | $1,852 | $2,917-36.5% | $5,680-67.4% | $4,289-56.8% |
| Admin fee / account holder | $2,602 | $1,261+106.3% | $13,210-80.3% | $1,587+64.0% |