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 3-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 | $79,151 | $227,396-65.2% | $442,409-82.1% | $116,875-32.3% |
| Participation rate | 50.0% | 85.7%-35.7pp | 88.0%-38.0pp | 74.5%-24.5pp |
| Annual return | 17.66% | 16.35%+1.3pp | 90.53%-72.9pp | 16.29%+1.4pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $7,697-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $6,192 | $7,352-15.8% | $7,555-18.0% | $3,885+59.4% |
| Admin fee / account holder | $2,248 | $16,310-86.2% | $51,603-95.6% | $12,263-81.7% |