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 | $30,816 | $79,171-61.1% | $102,423-69.9% | $74,495-58.6% |
| Participation rate | 60.5% | 74.8%-14.3pp | 76.5%-16.0pp | 67.2%-6.7pp |
| Annual return | 46.34% | 54.93%-8.6pp | 29.32%+17.0pp | 1364.94%-1318.6pp |
| Employer contribution / active EE | $749 | $2,362-68.3% | $3,023-75.2% | $2,623-71.4% |
| Participant deferral / active EE | $2,405 | $4,415-45.5% | $5,053-52.4% | $4,346-44.7% |
| Admin fee / account holder | $1,980 | $2,001-1.0% | $9,451-79.0% | $1,942+2.0% |