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 | $969 | $110,809-99.1% | $86,874-98.9% | $167,490-99.4% |
| Participation rate | 10.5% | 75.8%-65.3pp | 71.6%-61.1pp | 82.1%-71.6pp |
| Annual return | 107.50% | 116.98%-9.5pp | 63.52%+44.0pp | 478.56%-371.1pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $7 | $4,546-99.8% | $3,699-99.8% | $6,341-99.9% |
| Admin fee / account holder | $522 | $8,415-93.8% | $5,828-91.1% | $12,309-95.8% |