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 10-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 | $14,034 | $63,156-77.8% | $122,332-88.5% | $62,292-77.5% |
| Participation rate | 33.0% | 60.0%-27.0pp | 71.6%-38.6pp | 69.5%-36.5pp |
| Annual return | 16.98% | 20.61%-3.6pp | 30.27%-13.3pp | 28.90%-11.9pp |
| Employer contribution / active EE | $310 | $1,385-77.6% | $4,050-92.4% | $2,042-84.8% |
| Participant deferral / active EE | $964 | $2,321-58.5% | $3,287-70.7% | $3,169-69.6% |
| Admin fee / account holder | $2,352 | $440+434.7% | $5,478-57.1% | $479+390.7% |