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 | $14,530 | $102,317-85.8% | $146,958-90.1% | $80,856-82.0% |
| Participation rate | 39.3% | 75.8%-36.5pp | 82.2%-42.9pp | 67.6%-28.4pp |
| Annual return | 14.54% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,137 | $3,713-69.4% | $4,933-76.9% | $2,755-58.7% |
| Participant deferral / active EE | $1,925 | $6,644-71.0% | $8,070-76.1% | $4,296-55.2% |
| Admin fee / account holder | $356 | $7,941-95.5% | $12,998-97.3% | $6,918-94.9% |