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 4-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 | $4,490 | $99,918-95.5% | $81,382-94.5% | $145,922-96.9% |
| Participation rate | 54.5% | 74.2%-19.6pp | 69.5%-14.9pp | 80.3%-25.7pp |
| Annual return | 29.64% | 34.32%-4.7pp | 24.73%+4.9pp | 561.29%-531.6pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,641 | $4,605-64.4% | $3,883-57.7% | $6,688-75.5% |
| Admin fee / account holder | $350 | $8,212-95.7% | $5,768-93.9% | $13,397-97.4% |