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 | $3,407 | $59,101-94.2% | $77,163-95.6% | $75,163-95.5% |
| Participation rate | 66.1% | 63.9%+2.2pp | 69.6%-3.5pp | 67.2%-1.1pp |
| Annual return | 30.48% | 26.71%+3.8pp | 37.87%-7.4pp | 160.62%-130.1pp |
| Employer contribution / active EE | $0 | $1,995-100.0% | $2,535-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,845 | $2,999-38.5% | $3,833-51.9% | $4,125-55.3% |
| Admin fee / account holder | $426 | $4,774-91.1% | $5,472-92.2% | $5,651-92.5% |