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 6-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 | $17,745 | $175,202-89.9% | $149,673-88.1% | $139,434-87.3% |
| Participation rate | 56.5% | 83.4%-26.9pp | 78.8%-22.2pp | 80.3%-23.8pp |
| Annual return | 20.67% | 166.71%-146.0pp | 134.42%-113.7pp | 372.94%-352.3pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,333 | $6,519-33.5% | $5,680-23.7% | $6,710-35.4% |
| Admin fee / account holder | $1,262 | $16,150-92.2% | $13,210-90.4% | $11,403-88.9% |