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 6-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 | $12,048 | $82,664-85.4% | $125,339-90.4% | $68,494-82.4% |
| Participation rate | 34.5% | 75.0%-40.6pp | 82.4%-47.9pp | 67.9%-33.4pp |
| Annual return | 41.99% | -5.97%+48.0pp | 572.05%-530.1pp | -7.84%+49.8pp |
| Employer contribution / active EE | $1,336 | $3,381-60.5% | $4,814-72.2% | $2,596-48.5% |
| Participant deferral / active EE | $1,716 | $6,110-71.9% | $7,446-77.0% | $4,027-57.4% |
| Admin fee / account holder | $319 | $6,275-94.9% | $10,010-96.8% | $5,403-94.1% |