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 | $3,514 | $109,817-96.8% | $98,442-96.4% | $167,490-97.9% |
| Participation rate | 25.0% | 75.8%-50.8pp | 73.3%-48.3pp | 82.1%-57.1pp |
| Annual return | 12.99% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $374 | $3,224-88.4% | $2,960-87.4% | $4,837-92.3% |
| Participant deferral / active EE | $616 | $4,673-86.8% | $4,276-85.6% | $6,341-90.3% |
| Admin fee / account holder | $1,024 | $6,753-84.8% | $5,949-82.8% | $12,309-91.7% |