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 | $27,742 | $109,413-74.6% | $156,263-82.2% | $84,808-67.3% |
| Participation rate | 39.5% | 72.7%-33.2pp | 78.9%-39.4pp | 68.3%-28.8pp |
| Annual return | 33.90% | 20.18%+13.7pp | 59.47%-25.6pp | 40.90%-7.0pp |
| Employer contribution / active EE | $361 | $2,907-87.6% | $4,333-91.7% | $2,631-86.3% |
| Participant deferral / active EE | $2,697 | $4,590-41.2% | $6,158-56.2% | $4,212-36.0% |
| Admin fee / account holder | $399 | $9,357-95.7% | $14,255-97.2% | $7,344-94.6% |