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 | $27,786 | $198,466-86.0% | $170,442-83.7% | $147,584-81.2% |
| Participation rate | 54.5% | 88.0%-33.4pp | 83.6%-29.1pp | 82.8%-28.3pp |
| Annual return | 18.49% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,149 | $6,184-81.4% | $5,433-78.8% | $4,876-76.4% |
| Participant deferral / active EE | $3,924 | $5,629-30.3% | $4,939-20.6% | $5,439-27.8% |
| Admin fee / account holder | $12,697 | $16,852-24.7% | $13,880-8.5% | $10,885+16.6% |