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 10-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 | $16,732 | $80,753-79.3% | $136,294-87.7% | $62,292-73.1% |
| Participation rate | 36.0% | 73.5%-37.5pp | 81.9%-45.9pp | 69.5%-33.5pp |
| Annual return | 40.99% | 35.83%+5.2pp | 5155.94%-5115.0pp | 28.90%+12.1pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,135 | $5,164-19.9% | $6,247-33.8% | $3,169+30.5% |
| Admin fee / account holder | $4,147 | $525+689.4% | $9,243-55.1% | $479+765.2% |