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 10-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 | $11,308 | $137,414-91.8% | $189,513-94.0% | $85,850-86.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 87.8%-47.8pp | 69.3%-29.3pp |
| Annual return | 16.42% | 38.14%-21.7pp | 555.15%-538.7pp | 318.53%-302.1pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $478 | $6,260-92.4% | $8,221-94.2% | $3,952-87.9% |
| Admin fee / account holder | $416 | $8,630-95.2% | $12,045-96.5% | $6,260-93.4% |