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 3-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 | $3,418 | $54,517-93.7% | $75,972-95.5% | $74,495-95.4% |
| Participation rate | 23.4% | 60.3%-36.9pp | 69.1%-45.6pp | 67.2%-43.8pp |
| Annual return | 32.60% | 31.82%+0.8pp | 359.55%-326.9pp | 1364.94%-1332.3pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $314 | $3,066-89.8% | $4,255-92.6% | $4,346-92.8% |
| Admin fee / account holder | $320 | $2,229-85.6% | $6,467-95.0% | $1,942-83.5% |