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 3-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 | $16,325 | $68,547-76.2% | $120,354-86.4% | $80,856-79.8% |
| Participation rate | 57.5% | 61.6%-4.1pp | 71.9%-14.4pp | 67.6%-10.1pp |
| Annual return | 94.78% | 23.60%+71.2pp | 107.15%-12.4pp | 35.59%+59.2pp |
| Employer contribution / active EE | $3 | $2,051-99.9% | $3,463-99.9% | $2,755-99.9% |
| Participant deferral / active EE | $2,195 | $3,173-30.8% | $4,991-56.0% | $4,296-48.9% |
| Admin fee / account holder | $1,003 | $5,732-82.5% | $9,423-89.4% | $6,918-85.5% |