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 5-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.
Participant 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 | $8,105 | $102,604-92.1% | $86,188-90.6% | $139,434-94.2% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.0%-35.6pp | 80.3%-47.0pp |
| Annual return | 14.78% | 1922.51%-1907.7pp | 1168.45%-1153.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $860 | $3,032-71.6% | $2,380-63.9% | $4,751-81.9% |
| Participant deferral / active EE | $981 | $4,676-79.0% | $3,985-75.4% | $6,710-85.4% |
| Admin fee / account holder | $393 | $8,657-95.5% | $6,852-94.3% | $11,403-96.6% |