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 | $26,113 | $217,402-88.0% | $185,823-85.9% | $167,490-84.4% |
| Participation rate | 69.6% | 86.0%-16.5pp | 81.7%-12.1pp | 82.1%-12.5pp |
| Annual return | 16.63% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $940 | $5,873-84.0% | $5,167-81.8% | $4,837-80.6% |
| Participant deferral / active EE | $3,000 | $6,356-52.8% | $5,568-46.1% | $6,341-52.7% |
| Admin fee / account holder | $1,379 | $19,811-93.0% | $16,237-91.5% | $12,309-88.8% |