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 | $151 | $227,553-99.9% | $189,557-99.9% | $167,490-99.9% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.4%-78.4pp | 82.1%-82.1pp |
| Annual return | 0.00% | 78.40%-78.4pp | 64.17%-64.2pp | 478.56%-478.6pp |
| Employer contribution / active EE | $643 | $5,316-87.9% | $4,412-85.4% | $4,837-86.7% |
| Participant deferral / active EE | $910 | $7,002-87.0% | $6,174-85.3% | $6,341-85.6% |
| Admin fee / account holder | $651 | $11,878-94.5% | $9,807-93.4% | $12,309-94.7% |