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 | $10,835 | $138,044-92.2% | $125,339-91.4% | $134,475-91.9% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.95% | 750.33%-767.3pp | 572.05%-589.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,119 | $5,243-78.7% | $4,814-76.8% | $4,740-76.4% |
| Participant deferral / active EE | $1,691 | $7,799-78.3% | $7,446-77.3% | $6,400-73.6% |
| Admin fee / account holder | $20,683 | $11,571+78.7% | $10,010+106.6% | $11,426+81.0% |