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 | $8,766 | $117,381-92.5% | $99,443-91.2% | $152,861-94.3% |
| Participation rate | 19.0% | 77.5%-58.5pp | 73.8%-54.8pp | 82.4%-63.4pp |
| Annual return | 30.94% | 31.87%-0.9pp | 30.72%+0.2pp | 345.32%-314.4pp |
| Employer contribution / active EE | $85 | $3,013-97.2% | $2,540-96.7% | $4,762-98.2% |
| Participant deferral / active EE | $997 | $4,086-75.6% | $3,619-72.5% | $5,850-83.0% |
| Admin fee / account holder | $459 | $7,631-94.0% | $6,250-92.7% | $11,596-96.0% |