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 7-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 | $14,375 | $115,770-87.6% | $101,248-85.8% | $158,922-91.0% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 17.32% | 56.14%-38.8pp | 46.47%-29.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $221 | $4,175-94.7% | $3,660-94.0% | $4,761-95.4% |
| Participant deferral / active EE | $1,531 | $4,957-69.1% | $4,370-65.0% | $5,982-74.4% |
| Admin fee / account holder | $3,063 | $7,245-57.7% | $5,945-48.5% | $11,246-72.8% |