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 6-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 | $9,265 | $190,805-95.1% | $159,960-94.2% | $134,475-93.1% |
| Participation rate | 63.2% | 81.9%-18.8pp | 78.0%-14.8pp | 81.2%-18.1pp |
| Annual return | 58.14% | 552.23%-494.1pp | 408.60%-350.5pp | 417.96%-359.8pp |
| Employer contribution / active EE | $465 | $4,995-90.7% | $4,226-89.0% | $4,740-90.2% |
| Participant deferral / active EE | $1,432 | $6,923-79.3% | $6,182-76.8% | $6,400-77.6% |
| Admin fee / account holder | $1,788 | $10,471-82.9% | $8,698-79.4% | $11,426-84.4% |