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 | $20,294 | $150,440-86.5% | $136,294-85.1% | $147,584-86.2% |
| Participation rate | 18.8% | 84.4%-65.7pp | 81.9%-63.2pp | 82.8%-64.1pp |
| Annual return | 17.44% | 1049.08%-1031.6pp | 5155.94%-5138.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,627 | $6,630+15.0% | $6,247+22.1% | $5,439+40.2% |
| Admin fee / account holder | $5,912 | $10,905-45.8% | $9,243-36.0% | $10,885-45.7% |