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 | $20,461 | $135,635-84.9% | $110,238-81.4% | $135,375-84.9% |
| Participation rate | 18.2% | 83.5%-65.3pp | 79.8%-61.6pp | 82.6%-64.5pp |
| Annual return | -2.54% | 513.19%-515.7pp | 314.74%-317.3pp | 519.73%-522.3pp |
| Employer contribution / active EE | $459 | $4,906-90.6% | $3,826-88.0% | $4,779-90.4% |
| Participant deferral / active EE | $3,458 | $5,506-37.2% | $4,672-26.0% | $5,609-38.3% |
| Admin fee / account holder | $1,165 | $11,457-89.8% | $8,547-86.4% | $10,827-89.2% |