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 | $408 | $114,381-99.6% | $107,525-99.6% | $142,382-99.7% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.1%-75.1pp | 80.1%-80.1pp |
| Annual return | 20.79% | 242.71%-221.9pp | 181.32%-160.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $171 | $4,015-95.7% | $3,754-95.5% | $4,299-96.0% |
| Participant deferral / active EE | $2,898 | $5,564-47.9% | $5,116-43.4% | $6,507-55.5% |
| Admin fee / account holder | $111,179 | $9,860+1027.6% | $8,919+1146.6% | $12,624+780.7% |