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 | $8,504 | $201,272-95.8% | $184,203-95.4% | $145,922-94.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 47.30% | 29.00%+18.3pp | 28.81%+18.5pp | 561.29%-514.0pp |
| Employer contribution / active EE | $1,300 | $7,022-81.5% | $6,427-79.8% | $4,660-72.1% |
| Participant deferral / active EE | $3,739 | $9,806-61.9% | $9,131-59.1% | $6,688-44.1% |
| Admin fee / account holder | $6,224 | $16,364-62.0% | $13,901-55.2% | $13,397-53.5% |