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 | $8,008 | $190,805-95.8% | $159,960-95.0% | $134,475-94.0% |
| Participation rate | 30.0% | 81.9%-51.9pp | 78.0%-48.0pp | 81.2%-51.2pp |
| Annual return | -17.77% | 552.23%-570.0pp | 408.60%-426.4pp | 417.96%-435.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $278 | $6,923-96.0% | $6,182-95.5% | $6,400-95.7% |
| Admin fee / account holder | $1,438 | $10,471-86.3% | $8,698-83.5% | $11,426-87.4% |