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 10-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 | $7,980 | $138,044-94.2% | $125,339-93.6% | $134,475-94.1% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -16.59% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $1,140 | $5,243-78.3% | $4,814-76.3% | $4,740-75.9% |
| Participant deferral / active EE | $1,174 | $7,799-84.9% | $7,446-84.2% | $6,400-81.7% |
| Admin fee / account holder | $7,331 | $11,571-36.6% | $10,010-26.8% | $11,426-35.8% |