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 7-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 | $1,710 | $81,632-97.9% | $70,449-97.6% | $158,922-98.9% |
| Participation rate | 57.9% | 77.7%-19.8pp | 75.1%-17.2pp | 82.0%-24.1pp |
| Annual return | 21.68% | 208.40%-186.7pp | 109.03%-87.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $751 | $4,554-83.5% | $3,709-79.8% | $5,982-87.5% |
| Admin fee / account holder | $723 | $6,193-88.3% | $3,845-81.2% | $11,246-93.6% |