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 | $9,488 | $61,272-84.5% | $149,673-93.7% | $71,457-86.7% |
| Participation rate | 29.2% | 62.5%-33.3pp | 78.8%-49.5pp | 67.9%-38.7pp |
| Annual return | 16.69% | 35.85%-19.2pp | 134.42%-117.7pp | 28.85%-12.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,368 | $2,917-53.1% | $5,680-75.9% | $4,289-68.1% |
| Admin fee / account holder | $2,898 | $1,261+129.7% | $13,210-78.1% | $1,587+82.5% |