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 8-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 | $12,186 | $121,625-90.0% | $104,607-88.4% | $158,922-92.3% |
| Participation rate | 55.0% | 77.5%-22.5pp | 74.1%-19.1pp | 82.0%-27.0pp |
| Annual return | 31.69% | 465.26%-433.6pp | 340.46%-308.8pp | 302.83%-271.1pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,533 | $4,177-15.4% | $3,740-5.5% | $5,982-40.9% |
| Admin fee / account holder | $484 | $7,787-93.8% | $6,473-92.5% | $11,246-95.7% |