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 | $7,478 | $108,172-93.1% | $77,482-90.3% | $158,922-95.3% |
| Participation rate | 26.3% | 64.4%-38.1pp | 54.2%-27.9pp | 82.0%-55.6pp |
| Annual return | 13.64% | 31.67%-18.0pp | 54.79%-41.1pp | 302.83%-289.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $883 | $2,456-64.1% | $1,861-52.6% | $5,982-85.2% |
| Admin fee / account holder | $486 | $3,708-86.9% | $2,858-83.0% | $11,246-95.7% |