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 9-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 | $15,495 | $98,750-84.3% | $149,696-89.6% | $79,858-80.6% |
| Participation rate | 57.4% | 75.8%-18.4pp | 82.5%-25.1pp | 69.6%-12.2pp |
| Annual return | 18.39% | 27.43%-9.0pp | 276.60%-258.2pp | 31.71%-13.3pp |
| Employer contribution / active EE | $66 | $3,216-97.9% | $4,644-98.6% | $2,471-97.3% |
| Participant deferral / active EE | $2,682 | $5,680-52.8% | $6,842-60.8% | $3,740-28.3% |
| Admin fee / account holder | $422 | $6,053-93.0% | $9,309-95.5% | $5,306-92.1% |