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 5-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 | $1,865 | $159,901-98.8% | $146,958-98.7% | $145,922-98.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.14% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,429 | $5,286-73.0% | $4,933-71.0% | $4,660-69.3% |
| Participant deferral / active EE | $1,429 | $8,428-83.0% | $8,070-82.3% | $6,688-78.6% |
| Admin fee / account holder | $4,888 | $15,044-67.5% | $12,998-62.4% | $13,397-63.5% |