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 5-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 | $13,111 | $202,432-93.5% | $169,368-92.3% | $139,434-90.6% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 11.08% | 531.74%-520.7pp | 405.60%-394.5pp | 372.94%-361.9pp |
| Employer contribution / active EE | $323 | $4,692-93.1% | $4,013-92.0% | $4,751-93.2% |
| Participant deferral / active EE | $1,646 | $6,938-76.3% | $6,221-73.5% | $6,710-75.5% |
| Admin fee / account holder | $5,851 | $10,708-45.4% | $9,003-35.0% | $11,403-48.7% |