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 | $2,888 | $73,867-96.1% | $143,757-98.0% | $68,494-95.8% |
| Participation rate | 37.9% | 66.7%-28.7pp | 80.3%-42.4pp | 67.9%-30.0pp |
| Annual return | 28.52% | 1.01%+27.5pp | -0.04%+28.6pp | -7.84%+36.4pp |
| Employer contribution / active EE | $286 | $3,184-91.0% | $4,951-94.2% | $2,596-89.0% |
| Participant deferral / active EE | $1,868 | $3,384-44.8% | $5,637-66.9% | $4,027-53.6% |
| Admin fee / account holder | $359 | $5,755-93.8% | $14,673-97.6% | $5,403-93.4% |