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 9-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 | $12,028 | $209,411-94.3% | $178,490-93.3% | $158,922-92.4% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 28.16% | 188.75%-160.6pp | 151.07%-122.9pp | 302.83%-274.7pp |
| Employer contribution / active EE | $615 | $5,706-89.2% | $5,011-87.7% | $4,761-87.1% |
| Participant deferral / active EE | $2,853 | $5,954-52.1% | $5,202-45.1% | $5,982-52.3% |
| Admin fee / account holder | $1,811 | $17,074-89.4% | $13,984-87.1% | $11,246-83.9% |