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 | $22,968 | $72,404-68.3% | $110,238-79.2% | $64,186-64.2% |
| Participation rate | 33.0% | 73.3%-40.4pp | 79.8%-46.9pp | 69.6%-36.6pp |
| Annual return | 98.44% | -6.29%+104.7pp | 314.74%-216.3pp | 7.63%+90.8pp |
| Employer contribution / active EE | $255 | $2,282-88.8% | $3,826-93.3% | $2,381-89.3% |
| Participant deferral / active EE | $1,800 | $3,469-48.1% | $4,672-61.5% | $3,470-48.1% |
| Admin fee / account holder | $24,114 | $5,664+325.7% | $8,547+182.1% | $4,888+393.3% |