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 4-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 | $3,495 | $106,515-96.7% | $96,683-96.4% | $139,434-97.5% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 29.19% | 38.43%-9.2pp | 35.69%-6.5pp | 372.94%-343.8pp |
| Employer contribution / active EE | $531 | $4,103-87.1% | $3,737-85.8% | $4,751-88.8% |
| Participant deferral / active EE | $1,667 | $5,454-69.4% | $4,878-65.8% | $6,710-75.2% |
| Admin fee / account holder | $899 | $7,877-88.6% | $6,730-86.6% | $11,403-92.1% |