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 8-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 | $17,697 | $209,411-91.5% | $178,490-90.1% | $158,922-88.9% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 19.15% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $723 | $5,706-87.3% | $5,011-85.6% | $4,761-84.8% |
| Participant deferral / active EE | $2,598 | $5,954-56.4% | $5,202-50.0% | $5,982-56.6% |
| Admin fee / account holder | $1,761 | $17,074-89.7% | $13,984-87.4% | $11,246-84.3% |