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 9-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 | $6,445 | $39,798-83.8% | $67,711-90.5% | $59,632-89.2% |
| Participation rate | 12.2% | 57.4%-45.2pp | 67.5%-55.3pp | 68.7%-56.5pp |
| Annual return | 3.59% | 89.94%-86.3pp | 25.41%-21.8pp | 2041.28%-2037.7pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $333 | $2,335-85.7% | $3,585-90.7% | $3,192-89.6% |
| Admin fee / account holder | $10,766 | $3,212+235.2% | $4,255+153.0% | $4,297+150.6% |