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 | $18,542 | $80,724-77.0% | $103,333-82.1% | $74,495-75.1% |
| Participation rate | 14.3% | 65.7%-51.4pp | 74.5%-60.2pp | 67.2%-52.9pp |
| Annual return | 38.30% | 27.56%+10.7pp | 24.88%+13.4pp | 1364.94%-1326.6pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $402 | $3,860-89.6% | $5,057-92.1% | $4,346-90.7% |
| Admin fee / account holder | $567 | $2,368-76.1% | $8,355-93.2% | $1,942-70.8% |