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 | $7,488 | $52,953-85.9% | $172,739-95.7% | $65,185-88.5% |
| Participation rate | 30.6% | 66.2%-35.6pp | 82.6%-52.1pp | 70.2%-39.6pp |
| Annual return | 18.96% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.4pp |
| Employer contribution / active EE | $134 | $2,190-93.9% | $5,143-97.4% | $2,177-93.9% |
| Participant deferral / active EE | $1,004 | $2,471-59.4% | $5,198-80.7% | $3,514-71.4% |
| Admin fee / account holder | $1,734 | $472+267.3% | $13,954-87.6% | $847+104.6% |