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 | $3,691 | $118,427-96.9% | $66,042-94.4% | $142,382-97.4% |
| Participation rate | 16.7% | 68.1%-51.5pp | 67.5%-50.8pp | 80.1%-63.5pp |
| Annual return | 27.55% | 35.57%-8.0pp | 52.11%-24.6pp | 217.08%-189.5pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $649 | $4,311-84.9% | $2,835-77.1% | $6,507-90.0% |
| Admin fee / account holder | $580 | $9,593-94.0% | $5,747-89.9% | $12,624-95.4% |