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 | $12,587 | $54,701-77.0% | $86,188-85.4% | $71,457-82.4% |
| Participation rate | 37.1% | 60.1%-23.0pp | 69.0%-31.9pp | 67.9%-30.9pp |
| Annual return | 36.41% | 20.06%+16.4pp | 1168.45%-1132.0pp | 28.85%+7.6pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,451 | $3,108+11.0% | $3,985-13.4% | $4,289-19.5% |
| Admin fee / account holder | $887 | $1,922-53.8% | $6,852-87.1% | $1,587-44.1% |