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 9-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 | $10,784 | $60,124-82.1% | $90,404-88.1% | $79,858-86.5% |
| Participation rate | 24.0% | 65.0%-41.0pp | 72.7%-48.7pp | 69.6%-45.6pp |
| Annual return | 21.82% | 71.94%-50.1pp | 1293.02%-1271.2pp | 31.71%-9.9pp |
| Employer contribution / active EE | $276 | $2,068-86.6% | $3,262-91.5% | $2,471-88.8% |
| Participant deferral / active EE | $645 | $2,938-78.1% | $3,963-83.7% | $3,740-82.8% |
| Admin fee / account holder | $400 | $3,976-90.0% | $5,611-92.9% | $5,306-92.5% |