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 | $16,285 | $168,632-90.3% | $147,614-89.0% | $125,391-87.0% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -1.01% | 77.65%-78.7pp | 61.98%-63.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,045 | $6,252-83.3% | $5,564-81.2% | $4,866-78.5% |
| Participant deferral / active EE | $2,067 | $5,507-62.5% | $4,895-57.8% | $5,352-61.4% |
| Admin fee / account holder | $3,445 | $13,580-74.6% | $11,611-70.3% | $9,540-63.9% |