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 3-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 | $7,813 | $159,901-95.1% | $146,958-94.7% | $145,922-94.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 20.61% | 98.13%-77.5pp | 418.34%-397.7pp | 561.29%-540.7pp |
| Employer contribution / active EE | $931 | $5,286-82.4% | $4,933-81.1% | $4,660-80.0% |
| Participant deferral / active EE | $4,927 | $8,428-41.5% | $8,070-38.9% | $6,688-26.3% |
| Admin fee / account holder | $38,530 | $15,044+156.1% | $12,998+196.4% | $13,397+187.6% |