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 | $3,392 | $123,909-97.3% | $69,647-95.1% | $145,922-97.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.5%-16.5pp | 80.3%-30.3pp |
| Annual return | 12.74% | 190.55%-177.8pp | 100.48%-87.7pp | 561.29%-548.5pp |
| Employer contribution / active EE | $411 | $2,682-84.7% | $1,712-76.0% | $4,660-91.2% |
| Participant deferral / active EE | $441 | $4,236-89.6% | $2,886-84.7% | $6,688-93.4% |
| Admin fee / account holder | $567 | $7,863-92.8% | $4,713-88.0% | $13,397-95.8% |