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 | $6,810 | $156,846-95.7% | $121,098-94.4% | $139,434-95.1% |
| Participation rate | 66.7% | 76.4%-9.7pp | 69.5%-2.8pp | 80.3%-13.7pp |
| Annual return | 13.35% | 1474.56%-1461.2pp | 985.75%-972.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $86 | $5,536-98.4% | $4,164-97.9% | $4,751-98.2% |
| Participant deferral / active EE | $1,312 | $4,844-72.9% | $4,080-67.8% | $6,710-80.4% |
| Admin fee / account holder | $746 | $6,946-89.3% | $5,644-86.8% | $11,403-93.5% |