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 4-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 | $16,540 | $126,574-86.9% | $106,213-84.4% | $145,922-88.7% |
| Participation rate | 56.3% | 77.6%-21.4pp | 75.3%-19.0pp | 80.3%-24.0pp |
| Annual return | 9.20% | 224.79%-215.6pp | 116.14%-106.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,915 | $5,724-49.1% | $5,016-41.9% | $6,688-56.4% |
| Admin fee / account holder | $3,038 | $17,304-82.4% | $11,033-72.5% | $13,397-77.3% |