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 | $16,245 | $133,922-87.9% | $116,228-86.0% | $142,382-88.6% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 14.16% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $170 | $3,446-95.1% | $2,994-94.3% | $4,299-96.1% |
| Participant deferral / active EE | $1,864 | $5,672-67.1% | $4,953-62.4% | $6,507-71.4% |
| Admin fee / account holder | $7,013 | $14,945-53.1% | $11,989-41.5% | $12,624-44.4% |