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 4-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 | $6,943 | $214,378-96.8% | $200,582-96.5% | $142,382-95.1% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 14.94% | 46.41%-31.5pp | 42.33%-27.4pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,319 | $6,841-80.7% | $6,419-79.4% | $4,299-69.3% |
| Participant deferral / active EE | $8,007 | $9,865-18.8% | $9,331-14.2% | $6,507+23.0% |
| Admin fee / account holder | $71,274 | $17,692+302.9% | $16,305+337.1% | $12,624+464.6% |