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 6-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 | $17,851 | $175,202-89.8% | $149,673-88.1% | $139,434-87.2% |
| Participation rate | 45.0% | 83.4%-38.4pp | 78.8%-33.8pp | 80.3%-35.3pp |
| Annual return | 18.35% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $957 | $5,474-82.5% | $4,818-80.1% | $4,751-79.9% |
| Participant deferral / active EE | $2,223 | $6,519-65.9% | $5,680-60.9% | $6,710-66.9% |
| Admin fee / account holder | $3,154 | $16,150-80.5% | $13,210-76.1% | $11,403-72.3% |