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 | $17,625 | $106,890-83.5% | $84,015-79.0% | $152,861-88.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 16.38% | 104.99%-88.6pp | 71.31%-54.9pp | 345.32%-328.9pp |
| Employer contribution / active EE | $208 | $2,734-92.4% | $1,983-89.5% | $4,762-95.6% |
| Participant deferral / active EE | $1,343 | $4,011-66.5% | $3,239-58.5% | $5,850-77.0% |
| Admin fee / account holder | $3,166 | $8,285-61.8% | $6,101-48.1% | $11,596-72.7% |