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 | $34,121 | $171,865-80.1% | $149,718-77.2% | $147,584-76.9% |
| Participation rate | 68.4% | 88.2%-19.8pp | 87.1%-18.6pp | 82.8%-14.4pp |
| Annual return | 16.44% | 2113.22%-2096.8pp | 1501.63%-1485.2pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,478 | $6,275-76.4% | $5,445-72.8% | $4,876-69.7% |
| Participant deferral / active EE | $1,813 | $7,271-75.1% | $6,569-72.4% | $5,439-66.7% |
| Admin fee / account holder | $4,251 | $13,799-69.2% | $11,283-62.3% | $10,885-60.9% |