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 7-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 | $12,194 | $133,922-90.9% | $116,228-89.5% | $142,382-91.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 15.94% | 147.76%-131.8pp | 90.06%-74.1pp | 217.08%-201.1pp |
| Employer contribution / active EE | $479 | $3,446-86.1% | $2,994-84.0% | $4,299-88.8% |
| Participant deferral / active EE | $3,401 | $5,672-40.0% | $4,953-31.3% | $6,507-47.7% |
| Admin fee / account holder | $1,772 | $14,945-88.1% | $11,989-85.2% | $12,624-86.0% |