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 8-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 | $6,471 | $100,852-93.6% | $90,404-92.8% | $158,922-95.9% |
| Participation rate | 15.0% | 75.0%-60.0pp | 72.7%-57.7pp | 82.0%-67.0pp |
| Annual return | 18.13% | 1724.20%-1706.1pp | 1293.02%-1274.9pp | 302.83%-284.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $653 | $4,348-85.0% | $3,963-83.5% | $5,982-89.1% |
| Admin fee / account holder | $5,694 | $6,501-12.4% | $5,611+1.5% | $11,246-49.4% |