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 4-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 | $12,803 | $119,446-89.3% | $150,045-91.5% | $85,563-85.0% |
| Participation rate | 8.8% | 75.4%-66.6pp | 82.3%-73.5pp | 66.0%-57.1pp |
| Annual return | 44.95% | 23.72%+21.2pp | 62.55%-17.6pp | 31.51%+13.4pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $502 | $7,985-93.7% | $7,997-93.7% | $4,375-88.5% |
| Admin fee / account holder | $1,590 | $548+190.4% | $13,435-88.2% | $834+90.6% |