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 3-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 | $6,559 | $57,281-88.5% | $86,612-92.4% | $75,163-91.3% |
| Participation rate | 15.5% | 63.2%-47.7pp | 71.7%-56.2pp | 67.2%-51.7pp |
| Annual return | 0.00% | 2670.75%-2670.7pp | 591.07%-591.1pp | 160.62%-160.6pp |
| Employer contribution / active EE | $408 | $2,314-82.4% | $3,022-86.5% | $2,670-84.7% |
| Participant deferral / active EE | $667 | $3,318-79.9% | $4,438-85.0% | $4,125-83.8% |
| Admin fee / account holder | $329 | $4,112-92.0% | $5,614-94.1% | $5,651-94.2% |