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 | $22,731 | $198,466-88.5% | $170,442-86.7% | $147,584-84.6% |
| Participation rate | 68.8% | 88.0%-19.2pp | 83.6%-14.8pp | 82.8%-14.1pp |
| Annual return | 22.13% | 257.29%-235.2pp | 205.93%-183.8pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,256 | $6,184-79.7% | $5,433-76.9% | $4,876-74.2% |
| Participant deferral / active EE | $4,092 | $5,629-27.3% | $4,939-17.2% | $5,439-24.8% |
| Admin fee / account holder | $514 | $16,852-96.9% | $13,880-96.3% | $10,885-95.3% |