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 4-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 | $12,438 | $56,638-78.0% | $169,368-92.7% | $74,419-83.3% |
| Participation rate | 52.6% | 67.5%-14.9pp | 77.1%-24.6pp | 70.7%-18.1pp |
| Annual return | 173.76% | 24.75%+149.0pp | 405.60%-231.8pp | 34.38%+139.4pp |
| Employer contribution / active EE | $895 | $2,027-55.9% | $4,013-77.7% | $2,637-66.1% |
| Participant deferral / active EE | $1,504 | $4,223-64.4% | $6,221-75.8% | $4,528-66.8% |
| Admin fee / account holder | $1,641 | $307+435.4% | $9,003-81.8% | $348+371.8% |