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 4-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 | $14,951 | $105,181-85.8% | $159,436-90.6% | $85,850-82.6% |
| Participation rate | 45.3% | 75.8%-30.5pp | 82.8%-37.5pp | 69.3%-24.0pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $555 | $3,318-83.3% | $4,829-88.5% | $2,565-78.4% |
| Participant deferral / active EE | $3,771 | $5,945-36.6% | $7,352-48.7% | $3,952-4.6% |
| Admin fee / account holder | $462 | $6,933-93.3% | $10,799-95.7% | $6,260-92.6% |