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 5-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 | $6,495 | $175,202-96.3% | $149,673-95.7% | $139,434-95.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 18.05% | 166.71%-148.7pp | 134.42%-116.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,051 | $5,474-80.8% | $4,818-78.2% | $4,751-77.9% |
| Participant deferral / active EE | $3,345 | $6,519-48.7% | $5,680-41.1% | $6,710-50.2% |
| Admin fee / account holder | $4,691 | $16,150-71.0% | $13,210-64.5% | $11,403-58.9% |