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 | $5,548 | $163,101-96.6% | $136,749-95.9% | $142,382-96.1% |
| Participation rate | 42.9% | 78.2%-35.4pp | 72.1%-29.3pp | 80.1%-37.3pp |
| Annual return | 20.14% | 27.54%-7.4pp | 24.33%-4.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $334 | $4,117-91.9% | $3,400-90.2% | $4,299-92.2% |
| Participant deferral / active EE | $1,411 | $5,585-74.7% | $4,692-69.9% | $6,507-78.3% |
| Admin fee / account holder | $703 | $14,318-95.1% | $11,386-93.8% | $12,624-94.4% |