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 10-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 | $13,610 | $180,449-92.5% | $154,107-91.2% | $135,375-89.9% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | 5.00% | 888.09%-883.1pp | 735.12%-730.1pp | 519.73%-514.7pp |
| Employer contribution / active EE | $611 | $6,035-89.9% | $5,298-88.5% | $4,779-87.2% |
| Participant deferral / active EE | $2,450 | $5,806-57.8% | $5,081-51.8% | $5,609-56.3% |
| Admin fee / account holder | $9,955 | $16,143-38.3% | $13,411-25.8% | $10,827-8.1% |