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 | $11,518 | $62,327-81.5% | $120,354-90.4% | $74,495-84.5% |
| Participation rate | 27.3% | 56.8%-29.5pp | 71.9%-44.6pp | 67.2%-39.9pp |
| Annual return | 16.00% | 18.61%-2.6pp | 107.15%-91.2pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $411 | $1,843-77.7% | $3,463-88.1% | $2,623-84.3% |
| Participant deferral / active EE | $1,407 | $2,893-51.4% | $4,991-71.8% | $4,346-67.6% |
| Admin fee / account holder | $990 | $2,396-58.7% | $9,423-89.5% | $1,942-49.0% |