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 8-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 | $15,803 | $209,411-92.5% | $178,490-91.1% | $158,922-90.1% |
| Participation rate | 30.8% | 86.3%-55.6pp | 81.9%-51.2pp | 82.0%-51.2pp |
| Annual return | 16.91% | 188.75%-171.8pp | 151.07%-134.2pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,057 | $5,706-81.5% | $5,011-78.9% | $4,761-77.8% |
| Participant deferral / active EE | $2,525 | $5,954-57.6% | $5,202-51.5% | $5,982-57.8% |
| Admin fee / account holder | $1,431 | $17,074-91.6% | $13,984-89.8% | $11,246-87.3% |