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 7-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 | $15,461 | $160,055-90.3% | $140,016-89.0% | $135,375-88.6% |
| Participation rate | 52.6% | 88.5%-35.9pp | 87.5%-34.9pp | 82.6%-30.0pp |
| Annual return | 0.00% | 911.38%-911.4pp | 651.12%-651.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,436 | $6,420-77.6% | $5,606-74.4% | $4,779-70.0% |
| Participant deferral / active EE | $2,006 | $7,642-73.7% | $6,927-71.0% | $5,609-64.2% |
| Admin fee / account holder | $35,321 | $13,328+165.0% | $10,705+229.9% | $10,827+226.2% |