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 | $22,724 | $87,013-73.9% | $106,213-78.6% | $80,856-71.9% |
| Participation rate | 61.5% | 70.4%-8.9pp | 75.3%-13.7pp | 67.6%-6.1pp |
| Annual return | 12.49% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $574 | $2,395-76.0% | $3,171-81.9% | $2,755-79.2% |
| Participant deferral / active EE | $2,537 | $3,986-36.4% | $5,016-49.4% | $4,296-40.9% |
| Admin fee / account holder | $19,661 | $8,431+133.2% | $11,033+78.2% | $6,918+184.2% |