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 | $8,650 | $55,415-84.4% | $155,509-94.4% | $74,495-88.4% |
| Participation rate | 63.5% | 61.9%+1.6pp | 78.2%-14.7pp | 67.2%-3.7pp |
| Annual return | 11.56% | 268.50%-256.9pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $275 | $2,267-87.9% | $4,672-94.1% | $2,623-89.5% |
| Participant deferral / active EE | $870 | $2,836-69.3% | $5,626-84.5% | $4,346-80.0% |
| Admin fee / account holder | $2,062 | $1,738+18.6% | $15,912-87.0% | $1,942+6.2% |