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 | $5,823 | $84,233-93.1% | $170,442-96.6% | $70,131-91.7% |
| Participation rate | 41.7% | 70.8%-29.2pp | 83.6%-41.9pp | 69.5%-27.9pp |
| Annual return | 12.39% | 23.06%-10.7pp | 205.93%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $444 | $3,086-85.6% | $4,939-91.0% | $3,332-86.7% |
| Admin fee / account holder | $969 | $5,698-83.0% | $13,880-93.0% | $4,645-79.1% |