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 | $16,344 | $71,964-77.3% | $167,512-90.2% | $85,563-80.9% |
| Participation rate | 7.4% | 61.0%-53.5pp | 77.1%-69.6pp | 66.0%-58.5pp |
| Annual return | 26.07% | 18.83%+7.2pp | 1615.79%-1589.7pp | 31.51%-5.4pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $390 | $4,110-90.5% | $6,405-93.9% | $4,375-91.1% |
| Admin fee / account holder | $2,211 | $815+171.2% | $9,769-77.4% | $834+165.0% |