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 6-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 | $14,728 | $72,277-79.6% | $101,248-85.5% | $79,858-81.6% |
| Participation rate | 37.8% | 68.5%-30.6pp | 75.8%-38.0pp | 69.6%-31.8pp |
| Annual return | 1015.12% | 22.30%+992.8pp | 46.47%+968.6pp | 31.71%+983.4pp |
| Employer contribution / active EE | $815 | $2,692-69.7% | $3,660-77.7% | $2,471-67.0% |
| Participant deferral / active EE | $1,058 | $3,282-67.8% | $4,370-75.8% | $3,740-71.7% |
| Admin fee / account holder | $490 | $4,400-88.9% | $5,945-91.8% | $5,306-90.8% |