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 | $25,219 | $68,914-63.4% | $136,749-81.6% | $74,304-66.1% |
| Participation rate | 51.1% | 51.3%-0.3pp | 72.1%-21.1pp | 60.3%-9.3pp |
| Annual return | 15.71% | 16.34%-0.6pp | 24.33%-8.6pp | 29.43%-13.7pp |
| Employer contribution / active EE | $249 | $1,561-84.1% | $3,400-92.7% | $2,241-88.9% |
| Participant deferral / active EE | $1,878 | $2,541-26.1% | $4,692-60.0% | $3,767-50.1% |
| Admin fee / account holder | $1,121 | $3,149-64.4% | $11,386-90.2% | $2,969-62.3% |