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 | $7,936 | $84,696-90.6% | $75,696-89.5% | $167,490-95.3% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.8%-10.1pp | 82.1%-17.4pp |
| Annual return | 11.15% | 199.36%-188.2pp | 104.53%-93.4pp | 478.56%-467.4pp |
| Employer contribution / active EE | $388 | $3,230-88.0% | $2,743-85.8% | $4,837-92.0% |
| Participant deferral / active EE | $1,169 | $4,580-74.5% | $3,821-69.4% | $6,341-81.6% |
| Admin fee / account holder | $1,745 | $5,355-67.4% | $3,619-51.8% | $12,309-85.8% |