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 | $10,852 | $105,998-89.8% | $92,233-88.2% | $147,584-92.6% |
| Participation rate | 62.5% | 80.4%-17.9pp | 76.5%-14.0pp | 82.8%-20.3pp |
| Annual return | 13.11% | 50.05%-36.9pp | 176.28%-163.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $492 | $4,333-88.6% | $3,679-86.6% | $4,876-89.9% |
| Participant deferral / active EE | $1,403 | $4,478-68.7% | $3,897-64.0% | $5,439-74.2% |
| Admin fee / account holder | $445 | $6,332-93.0% | $5,194-91.4% | $10,885-95.9% |