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 9-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 | $18,720 | $154,117-87.9% | $129,995-85.6% | $139,434-86.6% |
| Participation rate | 63.2% | 82.0%-18.8pp | 78.5%-15.3pp | 80.3%-17.2pp |
| Annual return | 14.63% | 32.48%-17.8pp | -137.18%+151.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $686 | $5,289-87.0% | $4,320-84.1% | $4,751-85.6% |
| Participant deferral / active EE | $2,314 | $6,710-65.5% | $5,820-60.2% | $6,710-65.5% |
| Admin fee / account holder | $302 | $14,007-97.8% | $10,614-97.2% | $11,403-97.4% |