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 6-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 | $18,609 | $209,411-91.1% | $178,490-89.6% | $158,922-88.3% |
| Participation rate | 31.3% | 86.3%-55.1pp | 81.9%-50.7pp | 82.0%-50.7pp |
| Annual return | 137.97% | 188.75%-50.8pp | 151.07%-13.1pp | 302.83%-164.9pp |
| Employer contribution / active EE | $1,049 | $5,706-81.6% | $5,011-79.1% | $4,761-78.0% |
| Participant deferral / active EE | $4,145 | $5,954-30.4% | $5,202-20.3% | $5,982-30.7% |
| Admin fee / account holder | $748 | $17,074-95.6% | $13,984-94.6% | $11,246-93.3% |