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 | $14,077 | $217,402-93.5% | $185,823-92.4% | $167,490-91.6% |
| Participation rate | 30.0% | 86.0%-56.0pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 0.00% | 148.36%-148.4pp | 122.05%-122.1pp | 478.56%-478.6pp |
| Employer contribution / active EE | $1,137 | $5,873-80.6% | $5,167-78.0% | $4,837-76.5% |
| Participant deferral / active EE | $4,473 | $6,356-29.6% | $5,568-19.7% | $6,341-29.5% |
| Admin fee / account holder | $635 | $19,811-96.8% | $16,237-96.1% | $12,309-94.8% |