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 | $8,033 | $73,515-89.1% | $62,995-87.2% | $147,584-94.6% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.8%-10.1pp | 82.8%-18.1pp |
| Annual return | 11.73% | 175.43%-163.7pp | 87.57%-75.8pp | 578.55%-566.8pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $361 | $4,185-91.4% | $3,329-89.2% | $5,439-93.4% |
| Admin fee / account holder | $490 | $5,953-91.8% | $3,600-86.4% | $10,885-95.5% |