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 | $15,696 | $105,181-85.1% | $159,436-90.2% | $85,850-81.7% |
| Participation rate | 6.9% | 75.8%-68.9pp | 82.8%-75.9pp | 69.3%-62.4pp |
| Annual return | 73.37% | 45.07%+28.3pp | 263.57%-190.2pp | 318.53%-245.2pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,823 | $5,945-69.3% | $7,352-75.2% | $3,952-53.9% |
| Admin fee / account holder | $10,899 | $6,933+57.2% | $10,799+0.9% | $6,260+74.1% |