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 | $743 | $29,660-97.5% | $56,411-98.7% | $80,856-99.1% |
| Participation rate | 7.7% | 41.6%-34.0pp | 52.5%-44.8pp | 67.6%-59.9pp |
| Annual return | 20.92% | 35.23%-14.3pp | 1701.33%-1680.4pp | 35.59%-14.7pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $324 | $1,226-73.6% | $1,952-83.4% | $4,296-92.5% |
| Admin fee / account holder | $6,141 | $2,428+153.0% | $2,829+117.1% | $6,918-11.2% |