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 | $19,442 | $214,378-90.9% | $200,582-90.3% | $142,382-86.3% |
| Participation rate | 53.8% | 87.4%-33.6pp | 86.9%-33.0pp | 80.1%-26.3pp |
| Annual return | 12.61% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $475 | $6,841-93.1% | $6,419-92.6% | $4,299-88.9% |
| Participant deferral / active EE | $3,324 | $9,865-66.3% | $9,331-64.4% | $6,507-48.9% |
| Admin fee / account holder | $11,104 | $17,692-37.2% | $16,305-31.9% | $12,624-12.0% |