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 | $3,890 | $67,331-94.2% | $60,874-93.6% | $134,475-97.1% |
| Participation rate | 34.8% | 76.2%-41.4pp | 73.1%-38.3pp | 81.2%-46.4pp |
| Annual return | -20.07% | 49.93%-70.0pp | 16.90%-37.0pp | 417.96%-438.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,701-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $917 | $4,538-79.8% | $3,817-76.0% | $6,400-85.7% |
| Admin fee / account holder | $319 | $4,582-93.0% | $3,224-90.1% | $11,426-97.2% |