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 | $8,370 | $53,127-84.2% | $86,590-90.3% | $70,131-88.1% |
| Participation rate | 5.8% | 65.3%-59.5pp | 73.5%-67.8pp | 69.5%-63.8pp |
| Annual return | 19.40% | 27.66%-8.3pp | 964.84%-945.4pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $356 | $2,696-86.8% | $3,609-90.1% | $3,332-89.3% |
| Admin fee / account holder | $800 | $3,585-77.7% | $4,906-83.7% | $4,645-82.8% |