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 | $36,379 | $148,978-75.6% | $200,582-81.9% | $84,808-57.1% |
| Participation rate | 51.9% | 84.2%-32.4pp | 86.9%-35.0pp | 68.3%-16.5pp |
| Annual return | 29.61% | 28.16%+1.5pp | 42.33%-12.7pp | 40.90%-11.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,111 | $7,142+83.6% | $9,331+40.5% | $4,212+211.3% |
| Admin fee / account holder | $5,957 | $13,977-57.4% | $16,305-63.5% | $7,344-18.9% |