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 6-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 | $11,782 | $202,432-94.2% | $169,368-93.0% | $139,434-91.5% |
| Participation rate | 53.3% | 81.1%-27.7pp | 77.1%-23.8pp | 80.3%-27.0pp |
| Annual return | 24.88% | 531.74%-506.9pp | 405.60%-380.7pp | 372.94%-348.1pp |
| Employer contribution / active EE | $27 | $4,692-99.4% | $4,013-99.3% | $4,751-99.4% |
| Participant deferral / active EE | $2,311 | $6,938-66.7% | $6,221-62.8% | $6,710-65.6% |
| Admin fee / account holder | $883 | $10,708-91.8% | $9,003-90.2% | $11,403-92.3% |