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.
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 | $20,229 | $112,096-82.0% | $95,952-78.9% | $158,922-87.3% |
| Participation rate | 26.3% | 79.0%-52.7pp | 77.1%-50.8pp | 82.0%-55.6pp |
| Annual return | 6.74% | 171.09%-164.4pp | 91.61%-84.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $164 | $4,784-96.6% | $4,167-96.1% | $5,982-97.3% |
| Admin fee / account holder | $20,315 | $10,130+100.5% | $6,795+198.9% | $11,246+80.6% |