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 | $24,081 | $202,318-88.1% | $172,739-86.1% | $152,861-84.2% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.4%-24.1pp |
| Annual return | 28.64% | 1029.65%-1001.0pp | 802.84%-774.2pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,194 | $5,856-79.6% | $5,143-76.8% | $4,762-74.9% |
| Participant deferral / active EE | $4,373 | $5,948-26.5% | $5,198-15.9% | $5,850-25.2% |
| Admin fee / account holder | $376 | $17,109-97.8% | $13,954-97.3% | $11,596-96.8% |