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 | $12,670 | $180,449-93.0% | $154,107-91.8% | $135,375-90.6% |
| Participation rate | 37.5% | 87.4%-49.9pp | 83.0%-45.5pp | 82.6%-45.1pp |
| Annual return | -4.63% | 888.09%-892.7pp | 735.12%-739.7pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,473 | $6,035-75.6% | $5,298-72.2% | $4,779-69.2% |
| Participant deferral / active EE | $480 | $5,806-91.7% | $5,081-90.6% | $5,609-91.4% |
| Admin fee / account holder | $676 | $16,143-95.8% | $13,411-95.0% | $10,827-93.8% |