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 | $17,990 | $154,117-88.3% | $129,995-86.2% | $139,434-87.1% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 25.14% | 32.48%-7.3pp | -137.18%+162.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $419 | $5,289-92.1% | $4,320-90.3% | $4,751-91.2% |
| Participant deferral / active EE | $3,587 | $6,710-46.5% | $5,820-38.4% | $6,710-46.5% |
| Admin fee / account holder | $801 | $14,007-94.3% | $10,614-92.4% | $11,403-93.0% |