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 | $18,891 | $103,376-81.7% | $87,100-78.3% | $152,861-87.6% |
| Participation rate | 68.2% | 79.3%-11.2pp | 76.9%-8.7pp | 82.4%-14.3pp |
| Annual return | 27.13% | 28.10%-1.0pp | 28.19%-1.1pp | 345.32%-318.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,158 | $4,778-33.9% | $4,049-22.0% | $5,850-46.0% |
| Admin fee / account holder | $1,241 | $12,205-89.8% | $7,497-83.5% | $11,596-89.3% |