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 7-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 | $25,610 | $209,411-87.8% | $178,490-85.7% | $158,922-83.9% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 34.38% | 188.75%-154.4pp | 151.07%-116.7pp | 302.83%-268.4pp |
| Employer contribution / active EE | $750 | $5,706-86.9% | $5,011-85.0% | $4,761-84.2% |
| Participant deferral / active EE | $4,914 | $5,954-17.5% | $5,202-5.5% | $5,982-17.9% |
| Admin fee / account holder | $393 | $17,074-97.7% | $13,984-97.2% | $11,246-96.5% |