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 8-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 | $11,318 | $58,726-80.7% | $92,233-87.7% | $62,292-81.8% |
| Participation rate | 59.9% | 68.3%-8.5pp | 76.5%-16.6pp | 69.5%-9.6pp |
| Annual return | 14.49% | 43.62%-29.1pp | 176.28%-161.8pp | 28.90%-14.4pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,114 | $2,766-59.7% | $3,897-71.4% | $3,169-64.8% |
| Admin fee / account holder | $479 | $556-13.9% | $5,194-90.8% | $479-0.1% |