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 10-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 | $4,242 | $39,798-89.3% | $67,711-93.7% | $59,632-92.9% |
| Participation rate | 17.9% | 57.4%-39.5pp | 67.5%-49.7pp | 68.7%-50.8pp |
| Annual return | 0.00% | 89.94%-89.9pp | 25.41%-25.4pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $933 | $2,335-60.0% | $3,585-74.0% | $3,192-70.8% |
| Admin fee / account holder | $993 | $3,212-69.1% | $4,255-76.7% | $4,297-76.9% |