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 3-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 | $17,332 | $68,346-74.6% | $94,646-81.7% | $75,163-76.9% |
| Participation rate | 65.4% | 76.1%-10.7pp | 80.8%-15.4pp | 67.2%-1.8pp |
| Annual return | 181.90% | 616.93%-435.0pp | 156.71%+25.2pp | 160.62%+21.3pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,744 | $6,537+33.8% | $7,418+17.9% | $4,125+112.0% |
| Admin fee / account holder | $855 | $5,326-83.9% | $7,231-88.2% | $5,651-84.9% |