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 8-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 | $14,399 | $112,881-87.2% | $90,951-84.2% | $158,922-90.9% |
| Participation rate | 31.6% | 74.7%-43.2pp | 69.0%-37.4pp | 82.0%-50.4pp |
| Annual return | 17.43% | 215.79%-198.4pp | 134.60%-117.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $289 | $2,893-90.0% | $2,122-86.4% | $4,761-93.9% |
| Participant deferral / active EE | $1,160 | $4,128-71.9% | $3,373-65.6% | $5,982-80.6% |
| Admin fee / account holder | $885 | $8,041-89.0% | $5,959-85.1% | $11,246-92.1% |