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 | $7,823 | $60,124-87.0% | $90,404-91.3% | $79,858-90.2% |
| Participation rate | 39.7% | 65.0%-25.3pp | 72.7%-33.0pp | 69.6%-30.0pp |
| Annual return | 15.33% | 71.94%-56.6pp | 1293.02%-1277.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $385 | $2,068-81.4% | $3,262-88.2% | $2,471-84.4% |
| Participant deferral / active EE | $767 | $2,938-73.9% | $3,963-80.6% | $3,740-79.5% |
| Admin fee / account holder | $578 | $3,976-85.5% | $5,611-89.7% | $5,306-89.1% |