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 7-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 | $3,569 | $91,190-96.1% | $178,490-98.0% | $79,858-95.5% |
| Participation rate | 3.4% | 69.2%-65.8pp | 81.9%-78.5pp | 69.6%-66.2pp |
| Annual return | 32.48% | 24.19%+8.3pp | 151.07%-118.6pp | 31.71%+0.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $199 | $3,236-93.9% | $5,202-96.2% | $3,740-94.7% |
| Admin fee / account holder | $580 | $6,751-91.4% | $13,984-95.9% | $5,306-89.1% |