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 | $110,990 | $244,740-54.7% | $206,214-46.2% | $357,791-69.0% |
| Participation rate | 0.0% | 84.9%-84.9pp | 82.4%-82.4pp | 85.6%-85.6pp |
| Annual return | 5.65% | -3.72%+9.4pp | -1.60%+7.2pp | 396.79%-391.1pp |
| Employer contribution / active EE | $13,010 | $7,019+85.4% | $5,967+118.0% | $7,508+73.3% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,649-100.0% | $5,521-100.0% |
| Admin fee / account holder | $191,767 | $15,419+1143.7% | $13,671+1302.7% | $28,387+575.5% |