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 5-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 | $13,260 | $69,454-80.9% | $180,183-92.6% | $74,304-82.2% |
| Participation rate | 38.5% | 61.8%-23.3pp | 77.4%-39.0pp | 60.3%-21.9pp |
| Annual return | 17.82% | 25.86%-8.0pp | 27.86%-10.0pp | 29.43%-11.6pp |
| Employer contribution / active EE | $240 | $3,155-92.4% | $5,039-95.2% | $2,241-89.3% |
| Participant deferral / active EE | $1,905 | $4,662-59.1% | $6,822-72.1% | $3,767-49.4% |
| Admin fee / account holder | $670 | $3,036-77.9% | $19,975-96.6% | $2,969-77.4% |