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 | $2,886 | $102,966-97.2% | $90,281-96.8% | $152,861-98.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 20.50% | 95.16%-74.7pp | 78.10%-57.6pp | 345.32%-324.8pp |
| Employer contribution / active EE | $23 | $3,139-99.3% | $2,854-99.2% | $4,762-99.5% |
| Participant deferral / active EE | $1,285 | $4,281-70.0% | $3,885-66.9% | $5,850-78.0% |
| Admin fee / account holder | $2,383 | $6,171-61.4% | $5,351-55.5% | $11,596-79.5% |