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 | $12,473 | $65,561-81.0% | $86,188-85.5% | $75,163-83.4% |
| Participation rate | 40.7% | 60.5%-19.7pp | 69.0%-28.2pp | 67.2%-26.5pp |
| Annual return | 134.85% | 46.05%+88.8pp | 1168.45%-1033.6pp | 160.62%-25.8pp |
| Employer contribution / active EE | $449 | $1,553-71.1% | $2,380-81.1% | $2,670-83.2% |
| Participant deferral / active EE | $838 | $3,024-72.3% | $3,985-79.0% | $4,125-79.7% |
| Admin fee / account holder | $531 | $5,474-90.3% | $6,852-92.3% | $5,651-90.6% |