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 | $8,283 | $48,230-82.8% | $67,502-87.7% | $80,856-89.8% |
| Participation rate | 62.9% | 66.4%-3.5pp | 72.9%-10.0pp | 67.6%-4.8pp |
| Annual return | 25.52% | 18.28%+7.2pp | 3512.12%-3486.6pp | 35.59%-10.1pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,722 | $2,924+61.5% | $4,000+18.1% | $4,296+9.9% |
| Admin fee / account holder | $733 | $3,681-80.1% | $3,998-81.7% | $6,918-89.4% |