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 | $20,028 | $89,753-77.7% | $107,525-81.4% | $84,808-76.4% |
| Participation rate | 56.7% | 68.1%-11.4pp | 75.1%-18.4pp | 68.3%-11.6pp |
| Annual return | 14.08% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $800 | $3,113-74.3% | $3,754-78.7% | $2,631-69.6% |
| Participant deferral / active EE | $1,812 | $4,056-55.3% | $5,116-64.6% | $4,212-57.0% |
| Admin fee / account holder | $748 | $7,222-89.6% | $8,919-91.6% | $7,344-89.8% |