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 9-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 | $2,439 | $99,020-97.5% | $86,590-97.2% | $147,584-98.3% |
| Participation rate | 36.8% | 76.3%-39.5pp | 73.5%-36.7pp | 82.8%-46.0pp |
| Annual return | 0.00% | 1312.34%-1312.3pp | 964.84%-964.8pp | 578.55%-578.5pp |
| Employer contribution / active EE | $243 | $3,132-92.2% | $2,839-91.4% | $4,876-95.0% |
| Participant deferral / active EE | $293 | $3,972-92.6% | $3,609-91.9% | $5,439-94.6% |
| Admin fee / account holder | $423 | $5,710-92.6% | $4,906-91.4% | $10,885-96.1% |