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 | $14,857 | $98,750-85.0% | $149,696-90.1% | $79,858-81.4% |
| Participation rate | 41.7% | 75.8%-34.1pp | 82.5%-40.8pp | 69.6%-28.0pp |
| Annual return | 258.84% | 27.43%+231.4pp | 276.60%-17.8pp | 31.71%+227.1pp |
| Employer contribution / active EE | $893 | $3,216-72.2% | $4,644-80.8% | $2,471-63.8% |
| Participant deferral / active EE | $2,001 | $5,680-64.8% | $6,842-70.7% | $3,740-46.5% |
| Admin fee / account holder | $1,890 | $6,053-68.8% | $9,309-79.7% | $5,306-64.4% |