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 4-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 | $4,145 | $138,044-97.0% | $125,339-96.7% | $134,475-96.9% |
| Participation rate | 47.6% | 84.5%-36.9pp | 82.4%-34.8pp | 81.2%-33.6pp |
| Annual return | 0.00% | 750.33%-750.3pp | 572.05%-572.1pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,055 | $5,243-79.9% | $4,814-78.1% | $4,740-77.7% |
| Participant deferral / active EE | $1,369 | $7,799-82.4% | $7,446-81.6% | $6,400-78.6% |
| Admin fee / account holder | $411 | $11,571-96.5% | $10,010-95.9% | $11,426-96.4% |