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 | $17,121 | $180,449-90.5% | $154,107-88.9% | $135,375-87.4% |
| Participation rate | 56.5% | 87.4%-30.9pp | 83.0%-26.5pp | 82.6%-26.1pp |
| Annual return | -8.61% | 888.09%-896.7pp | 735.12%-743.7pp | 519.73%-528.3pp |
| Employer contribution / active EE | $737 | $6,035-87.8% | $5,298-86.1% | $4,779-84.6% |
| Participant deferral / active EE | $2,379 | $5,806-59.0% | $5,081-53.2% | $5,609-57.6% |
| Admin fee / account holder | $442 | $16,143-97.3% | $13,411-96.7% | $10,827-95.9% |