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 | $10,527 | $150,440-93.0% | $136,294-92.3% | $147,584-92.9% |
| Participation rate | 56.3% | 84.4%-28.2pp | 81.9%-25.7pp | 82.8%-26.6pp |
| Annual return | 22.80% | 1049.08%-1026.3pp | 5155.94%-5133.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,695-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,580 | $6,630-30.9% | $6,247-26.7% | $5,439-15.8% |
| Admin fee / account holder | $3,324 | $10,905-69.5% | $9,243-64.0% | $10,885-69.5% |