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 3-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 | $23,154 | $102,317-77.4% | $146,958-84.2% | $80,856-71.4% |
| Participation rate | 29.9% | 75.8%-45.9pp | 82.2%-52.3pp | 67.6%-37.8pp |
| Annual return | 27.89% | 134.76%-106.9pp | 418.34%-390.4pp | 35.59%-7.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,340 | $6,644-19.6% | $8,070-33.8% | $4,296+24.3% |
| Admin fee / account holder | $8,126 | $7,941+2.3% | $12,998-37.5% | $6,918+17.5% |