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 | $11,838 | $52,406-77.4% | $129,207-90.8% | $74,495-84.1% |
| Participation rate | 6.0% | 53.8%-47.8pp | 69.6%-63.6pp | 67.2%-61.2pp |
| Annual return | 98.34% | 15.66%+82.7pp | 9417.33%-9319.0pp | 1364.94%-1266.6pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $448 | $2,794-84.0% | $4,168-89.3% | $4,346-89.7% |
| Admin fee / account holder | $1,024 | $2,633-61.1% | $7,715-86.7% | $1,942-47.2% |