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 10-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 | $16,579 | $63,861-74.0% | $104,607-84.2% | $79,858-79.2% |
| Participation rate | 28.9% | 64.9%-36.0pp | 74.1%-45.2pp | 69.6%-40.7pp |
| Annual return | 24.26% | 21.30%+3.0pp | 340.46%-316.2pp | 31.71%-7.5pp |
| Employer contribution / active EE | $123 | $1,588-92.2% | $2,681-95.4% | $2,471-95.0% |
| Participant deferral / active EE | $1,567 | $2,693-41.8% | $3,740-58.1% | $3,740-58.1% |
| Admin fee / account holder | $974 | $4,185-76.7% | $6,473-85.0% | $5,306-81.6% |