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 | $24,751 | $78,705-68.6% | $117,854-79.0% | $70,131-64.7% |
| Participation rate | 53.9% | 73.2%-19.3pp | 79.7%-25.7pp | 69.5%-15.6pp |
| Annual return | 40.89% | 23.30%+17.6pp | 335.08%-294.2pp | 73.14%-32.2pp |
| Employer contribution / active EE | $299 | $2,223-86.6% | $3,786-92.1% | $2,342-87.2% |
| Participant deferral / active EE | $1,779 | $3,297-46.1% | $4,482-60.3% | $3,332-46.6% |
| Admin fee / account holder | $1,857 | $5,065-63.3% | $8,020-76.8% | $4,645-60.0% |