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.
Employer 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 | $2,270 | $58,208-96.1% | $81,812-97.2% | $80,856-97.2% |
| Participation rate | 44.8% | 63.4%-18.6pp | 72.3%-27.5pp | 67.6%-22.8pp |
| Annual return | 32.36% | 41.66%-9.3pp | 773.79%-741.4pp | 35.59%-3.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $934 | $3,281-71.5% | $4,319-78.4% | $4,296-78.3% |
| Admin fee / account holder | $379 | $4,981-92.4% | $7,386-94.9% | $6,918-94.5% |