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 8-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 | $12,516 | $98,750-87.3% | $149,696-91.6% | $79,858-84.3% |
| Participation rate | 52.2% | 75.8%-23.6pp | 82.5%-30.3pp | 69.6%-17.5pp |
| Annual return | 105.04% | 27.43%+77.6pp | 276.60%-171.6pp | 31.71%+73.3pp |
| Employer contribution / active EE | $2 | $3,216-99.9% | $4,644-99.9% | $2,471-99.9% |
| Participant deferral / active EE | $2,578 | $5,680-54.6% | $6,842-62.3% | $3,740-31.1% |
| Admin fee / account holder | $1,642 | $6,053-72.9% | $9,309-82.4% | $5,306-69.1% |