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 8-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 | $19,845 | $98,240-79.8% | $82,313-75.9% | $147,584-86.6% |
| Participation rate | 63.2% | 79.7%-16.6pp | 76.9%-13.7pp | 82.8%-19.7pp |
| Annual return | 20.08% | 30.85%-10.8pp | 25.88%-5.8pp | 578.55%-558.5pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,705 | $4,383+121.4% | $3,706+161.9% | $5,439+78.4% |
| Admin fee / account holder | $10,863 | $8,563+26.9% | $5,608+93.7% | $10,885-0.2% |