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 | $16,601 | $64,286-74.2% | $90,951-81.7% | $73,409-77.4% |
| Participation rate | 59.0% | 63.6%-4.5pp | 69.0%-10.0pp | 72.2%-13.1pp |
| Annual return | 69.72% | 21.45%+48.3pp | 134.60%-64.9pp | 59.29%+10.4pp |
| Employer contribution / active EE | $118 | $895-86.8% | $2,122-94.5% | $2,234-94.7% |
| Participant deferral / active EE | $1,064 | $2,453-56.6% | $3,373-68.4% | $3,805-72.0% |
| Admin fee / account holder | $8,481 | $287+2853.6% | $5,959+42.3% | $158+5271.3% |