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 7-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 | $2,167 | $209,411-99.0% | $178,490-98.8% | $158,922-98.6% |
| Participation rate | 18.2% | 86.3%-68.2pp | 81.9%-63.7pp | 82.0%-63.8pp |
| Annual return | 32.11% | 188.75%-156.6pp | 151.07%-119.0pp | 302.83%-270.7pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $658 | $5,954-88.9% | $5,202-87.3% | $5,982-89.0% |
| Admin fee / account holder | $1,090 | $17,074-93.6% | $13,984-92.2% | $11,246-90.3% |