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 7-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 | $17,534 | $66,098-73.5% | $101,794-82.8% | $74,304-76.4% |
| Participation rate | 39.2% | 53.8%-14.5pp | 69.2%-29.9pp | 60.3%-21.1pp |
| Annual return | 14.81% | 19.59%-4.8pp | 30.53%-15.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $177 | $1,082-83.6% | $2,289-92.3% | $2,241-92.1% |
| Participant deferral / active EE | $1,280 | $2,781-54.0% | $4,084-68.7% | $3,767-66.0% |
| Admin fee / account holder | $1,639 | $4,146-60.5% | $8,777-81.3% | $2,969-44.8% |