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 3-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 | $23,464 | $88,083-73.4% | $164,813-85.8% | $74,495-68.5% |
| Participation rate | 30.4% | 73.0%-42.6pp | 78.6%-48.2pp | 67.2%-36.8pp |
| Annual return | 14.12% | 17.26%-3.1pp | 69.93%-55.8pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $549 | $2,593-78.8% | $4,341-87.3% | $2,623-79.1% |
| Participant deferral / active EE | $2,705 | $4,498-39.9% | $6,031-55.2% | $4,346-37.8% |
| Admin fee / account holder | $1,172 | $2,234-47.5% | $12,690-90.8% | $1,942-39.6% |