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 | $17,623 | $118,680-85.2% | $98,907-82.2% | $158,922-88.9% |
| Participation rate | 53.3% | 77.8%-24.5pp | 76.0%-22.7pp | 82.0%-28.6pp |
| Annual return | 31.50% | 372.35%-340.9pp | 196.43%-164.9pp | 302.83%-271.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,520 | $5,088-30.8% | $4,244-17.1% | $5,982-41.2% |
| Admin fee / account holder | $411 | $10,131-95.9% | $6,642-93.8% | $11,246-96.3% |