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 10-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.
Employer 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 | $5,386 | $56,199-90.4% | $67,652-92.0% | $59,632-91.0% |
| Participation rate | 46.2% | 71.5%-25.3pp | 75.7%-29.5pp | 68.7%-22.5pp |
| Annual return | -1.31% | 18505.31%-18506.6pp | 6625.04%-6626.4pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,228 | $2,844-56.8% | $3,560-65.5% | $3,192-61.5% |
| Admin fee / account holder | $3,684 | $3,958-6.9% | $4,821-23.6% | $4,297-14.3% |