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 | $17,695 | $117,841-85.0% | $102,423-82.7% | $145,922-87.9% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 12.52% | 31.65%-19.1pp | 29.32%-16.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $754 | $3,615-79.1% | $3,023-75.1% | $4,660-83.8% |
| Participant deferral / active EE | $3,041 | $5,731-46.9% | $5,053-39.8% | $6,688-54.5% |
| Admin fee / account holder | $7,022 | $13,326-47.3% | $9,451-25.7% | $13,397-47.6% |