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 | $9,133 | $40,385-77.4% | $80,569-88.7% | $74,419-87.7% |
| Participation rate | 2.2% | 47.4%-45.2pp | 67.0%-64.8pp | 70.7%-68.5pp |
| Annual return | 23.99% | 164.85%-140.9pp | 935.43%-911.4pp | 34.38%-10.4pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $339 | $2,674-87.3% | $4,447-92.4% | $4,528-92.5% |
| Admin fee / account holder | $3,875 | $720+438.3% | $5,377-27.9% | $348+1014.0% |