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 | $12,438 | $183,519-93.2% | $155,509-92.0% | $145,922-91.5% |
| Participation rate | 63.6% | 82.7%-19.0pp | 78.2%-14.5pp | 80.3%-16.6pp |
| Annual return | 12.86% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $608 | $5,313-88.6% | $4,672-87.0% | $4,660-87.0% |
| Participant deferral / active EE | $3,702 | $6,462-42.7% | $5,626-34.2% | $6,688-44.7% |
| Admin fee / account holder | $521 | $19,313-97.3% | $15,912-96.7% | $13,397-96.1% |