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 8-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 | $18,693 | $228,332-91.8% | $185,823-89.9% | $158,922-88.2% |
| Participation rate | 15.0% | 82.3%-67.3pp | 78.0%-63.0pp | 82.0%-67.0pp |
| Annual return | 25.57% | 40.80%-15.2pp | 35.95%-10.4pp | 302.83%-277.3pp |
| Employer contribution / active EE | $263 | $4,967-94.7% | $4,087-93.6% | $4,761-94.5% |
| Participant deferral / active EE | $1,503 | $6,415-76.6% | $5,632-73.3% | $5,982-74.9% |
| Admin fee / account holder | $1,066 | $11,864-91.0% | $9,500-88.8% | $11,246-90.5% |