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 9-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 | $14,076 | $160,055-91.2% | $140,016-89.9% | $135,375-89.6% |
| Participation rate | 68.4% | 88.5%-20.1pp | 87.5%-19.1pp | 82.6%-14.2pp |
| Annual return | 1.63% | 911.38%-909.7pp | 651.12%-649.5pp | 519.73%-518.1pp |
| Employer contribution / active EE | $885 | $6,420-86.2% | $5,606-84.2% | $4,779-81.5% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,764 | $13,328-86.8% | $10,705-83.5% | $10,827-83.7% |