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 | $21,154 | $179,726-88.2% | $156,263-86.5% | $142,382-85.1% |
| Participation rate | 65.0% | 82.1%-17.1pp | 78.9%-13.9pp | 80.1%-15.1pp |
| Annual return | 22.31% | 77.86%-55.6pp | 59.47%-37.2pp | 217.08%-194.8pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,408 | $6,956+35.2% | $6,158+52.8% | $6,507+44.6% |
| Admin fee / account holder | $5,101 | $17,272-70.5% | $14,255-64.2% | $12,624-59.6% |