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 5-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 | $10,062 | $125,758-92.0% | $169,993-94.1% | $75,163-86.6% |
| Participation rate | 64.8% | 83.6%-18.8pp | 87.0%-22.2pp | 67.2%-2.4pp |
| Annual return | 52.35% | 27.20%+25.2pp | 53.37%-1.0pp | 160.62%-108.3pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,591 | $6,837-47.5% | $10,408-65.5% | $4,125-12.9% |
| Admin fee / account holder | $1,407 | $8,173-82.8% | $12,815-89.0% | $5,651-75.1% |