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 7-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 | $31,925 | $123,793-74.2% | $177,821-82.0% | $79,858-60.0% |
| Participation rate | 58.6% | 84.7%-26.0pp | 87.7%-29.1pp | 69.6%-11.0pp |
| Annual return | 89.03% | 22.82%+66.2pp | 48.32%+40.7pp | 31.71%+57.3pp |
| Employer contribution / active EE | $1,213 | $4,095-70.4% | $5,918-79.5% | $2,471-50.9% |
| Participant deferral / active EE | $11,277 | $5,956+89.3% | $7,714+46.2% | $3,740+201.5% |
| Admin fee / account holder | $2,558 | $7,243-64.7% | $12,427-79.4% | $5,306-51.8% |