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 9-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 | $23,491 | $100,041-76.5% | $149,718-84.3% | $70,131-66.5% |
| Participation rate | 56.7% | 83.6%-26.9pp | 87.1%-30.4pp | 69.5%-12.8pp |
| Annual return | 45.71% | 27.43%+18.3pp | 1501.63%-1455.9pp | 73.14%-27.4pp |
| Employer contribution / active EE | $449 | $3,662-87.7% | $5,445-91.8% | $2,342-80.8% |
| Participant deferral / active EE | $3,058 | $4,983-38.6% | $6,569-53.4% | $3,332-8.2% |
| Admin fee / account holder | $1,649 | $8,286-80.1% | $11,283-85.4% | $4,645-64.5% |