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 | $13,063 | $63,764-79.5% | $81,930-84.1% | $79,858-83.6% |
| Participation rate | 31.8% | 67.5%-35.7pp | 72.0%-40.2pp | 69.6%-37.8pp |
| Annual return | 31.50% | 22.66%+8.8pp | 29.49%+2.0pp | 31.71%-0.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,015 | $2,780-63.5% | $7,107-85.7% | $3,740-72.8% |
| Admin fee / account holder | $1,566 | $4,426-64.6% | $5,158-69.6% | $5,306-70.5% |