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 | $6,457 | $58,208-88.9% | $81,812-92.1% | $80,856-92.0% |
| Participation rate | 30.8% | 63.4%-32.6pp | 72.3%-41.6pp | 67.6%-36.9pp |
| Annual return | 16.34% | 41.66%-25.3pp | 773.79%-757.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $460 | $3,281-86.0% | $4,319-89.3% | $4,296-89.3% |
| Admin fee / account holder | $1,136 | $4,981-77.2% | $7,386-84.6% | $6,918-83.6% |