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 | $17,330 | $63,355-72.6% | $91,989-81.2% | $72,985-76.3% |
| Participation rate | 65.9% | 72.5%-6.7pp | 78.6%-12.8pp | 69.5%-3.6pp |
| Annual return | 93.34% | 35.35%+58.0pp | 69.02%+24.3pp | 81.00%+12.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,455 | $4,883+32.2% | $5,923+9.0% | $3,607+78.9% |
| Admin fee / account holder | $1,226 | $4,668-73.7% | $7,743-84.2% | $5,124-76.1% |