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 | $19,444 | $72,277-73.1% | $101,248-80.8% | $79,858-75.7% |
| Participation rate | 69.9% | 68.5%+1.4pp | 75.8%-5.9pp | 69.6%+0.3pp |
| Annual return | 24.33% | 22.30%+2.0pp | 46.47%-22.1pp | 31.71%-7.4pp |
| Employer contribution / active EE | $413 | $2,692-84.7% | $3,660-88.7% | $2,471-83.3% |
| Participant deferral / active EE | $2,276 | $3,282-30.7% | $4,370-47.9% | $3,740-39.2% |
| Admin fee / account holder | $862 | $4,400-80.4% | $5,945-85.5% | $5,306-83.8% |