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 | $3,586 | $70,756-94.9% | $65,493-94.5% | $142,382-97.5% |
| Participation rate | 20.0% | 77.4%-57.4pp | 73.1%-53.1pp | 80.1%-60.1pp |
| Annual return | 15.25% | 1754.89%-1739.6pp | 982.45%-967.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,501 | $4,637-67.6% | $3,961-62.1% | $6,507-76.9% |
| Admin fee / account holder | $724 | $6,559-89.0% | $5,028-85.6% | $12,624-94.3% |