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 6-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 | $3,456 | $39,019-91.1% | $80,716-95.7% | $85,850-96.0% |
| Participation rate | 61.5% | 41.5%+20.0pp | 54.2%+7.4pp | 69.3%-7.8pp |
| Annual return | 18.84% | 26.27%-7.4pp | 87.28%-68.4pp | 318.53%-299.7pp |
| Employer contribution / active EE | $54 | $722-92.5% | $1,160-95.3% | $2,565-97.9% |
| Participant deferral / active EE | $336 | $1,326-74.6% | $2,146-84.3% | $3,952-91.5% |
| Admin fee / account holder | $826 | $2,431-66.0% | $3,380-75.6% | $6,260-86.8% |