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 | $15,789 | $69,763-77.4% | $67,502-76.6% | $74,495-78.8% |
| Participation rate | 56.6% | 71.4%-14.7pp | 72.9%-16.2pp | 67.2%-10.6pp |
| Annual return | 14.89% | -40.34%+55.2pp | 3512.12%-3497.2pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,525 | $3,636-58.1% | $4,000-61.9% | $4,346-64.9% |
| Admin fee / account holder | $1,017 | $896+13.5% | $3,998-74.6% | $1,942-47.6% |