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 | $1,676 | $77,899-97.8% | $149,673-98.9% | $75,163-97.8% |
| Participation rate | 52.0% | 65.6%-13.6pp | 78.8%-26.8pp | 67.2%-15.2pp |
| Annual return | 15.64% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $118 | $3,137-96.3% | $4,818-97.6% | $2,670-95.6% |
| Participant deferral / active EE | $946 | $3,411-72.3% | $5,680-83.4% | $4,125-77.1% |
| Admin fee / account holder | $2,087 | $5,956-65.0% | $13,210-84.2% | $5,651-63.1% |