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 | $19,771 | $67,984-70.9% | $65,493-69.8% | $74,304-73.4% |
| Participation rate | 33.9% | 66.3%-32.4pp | 73.1%-39.1pp | 60.3%-26.4pp |
| Annual return | 32.12% | 19.87%+12.3pp | 982.45%-950.3pp | 29.43%+2.7pp |
| Employer contribution / active EE | $517 | $2,491-79.2% | $2,574-79.9% | $2,241-76.9% |
| Participant deferral / active EE | $1,173 | $3,346-65.0% | $3,961-70.4% | $3,767-68.9% |
| Admin fee / account holder | $2,423 | $1,373+76.5% | $5,028-51.8% | $2,969-18.4% |