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 | $20,272 | $102,317-80.2% | $146,958-86.2% | $80,856-74.9% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.2%-15.0pp | 67.6%-0.5pp |
| Annual return | 14.66% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $3,016 | $3,713-18.8% | $4,933-38.9% | $2,755+9.5% |
| Participant deferral / active EE | $1,586 | $6,644-76.1% | $8,070-80.3% | $4,296-63.1% |
| Admin fee / account holder | $2,785 | $7,941-64.9% | $12,998-78.6% | $6,918-59.7% |