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 4-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 | $11,848 | $80,673-85.3% | $101,326-88.3% | $84,808-86.0% |
| Participation rate | 68.9% | 77.8%-8.9pp | 81.5%-12.6pp | 68.3%+0.6pp |
| Annual return | 31.23% | 38.95%-7.7pp | 36.82%-5.6pp | 40.90%-9.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,173 | $6,840-9.8% | $7,994-22.8% | $4,212+46.6% |
| Admin fee / account holder | $2,210 | $12,784-82.7% | $11,185-80.2% | $7,344-69.9% |