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 | $12,176 | $97,757-87.5% | $83,848-85.5% | $135,375-91.0% |
| Participation rate | 68.4% | 80.0%-11.5pp | 76.1%-7.7pp | 82.6%-14.2pp |
| Annual return | -6.88% | 1287.37%-1294.3pp | 850.88%-857.8pp | 519.73%-526.6pp |
| Employer contribution / active EE | $577 | $4,222-86.3% | $3,631-84.1% | $4,779-87.9% |
| Participant deferral / active EE | $1,649 | $4,682-64.8% | $4,082-59.6% | $5,609-70.6% |
| Admin fee / account holder | $301 | $6,674-95.5% | $5,478-94.5% | $10,827-97.2% |