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 | $18,795 | $181,894-89.7% | $156,549-88.0% | $273,961-93.1% |
| Participation rate | 40.9% | 88.4%-47.5pp | 84.0%-43.1pp | 83.0%-42.1pp |
| Annual return | 591.76% | 30.74%+561.0pp | 32.23%+559.5pp | 41.45%+550.3pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,563 | $5,550-35.8% | $4,871-26.9% | $5,287-32.6% |
| Admin fee / account holder | $412 | $15,559-97.4% | $13,027-96.8% | $10,132-95.9% |