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 | $16,362 | $209,411-92.2% | $178,490-90.8% | $158,922-89.7% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 42.57% | 188.75%-146.2pp | 151.07%-108.5pp | 302.83%-260.3pp |
| Employer contribution / active EE | $775 | $5,706-86.4% | $5,011-84.5% | $4,761-83.7% |
| Participant deferral / active EE | $2,661 | $5,954-55.3% | $5,202-48.8% | $5,982-55.5% |
| Admin fee / account holder | $522 | $17,074-96.9% | $13,984-96.3% | $11,246-95.4% |