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 | $11,745 | $149,734-92.2% | $118,925-90.1% | $158,922-92.6% |
| Participation rate | 62.5% | 82.1%-19.6pp | 75.4%-12.9pp | 82.0%-19.5pp |
| Annual return | 22.88% | 19.95%+2.9pp | 35.88%-13.0pp | 302.83%-279.9pp |
| Employer contribution / active EE | $0 | $4,115-100.0% | $3,263-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,918 | $5,223-44.1% | $4,265-31.6% | $5,982-51.2% |
| Admin fee / account holder | $1,045 | $8,603-87.9% | $6,581-84.1% | $11,246-90.7% |