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 3-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 | $17,983 | $54,701-67.1% | $86,188-79.1% | $71,457-74.8% |
| Participation rate | 8.9% | 60.1%-51.2pp | 69.0%-60.1pp | 67.9%-59.0pp |
| Annual return | 24.91% | 20.06%+4.9pp | 1168.45%-1143.5pp | 28.85%-3.9pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $870 | $3,108-72.0% | $3,985-78.2% | $4,289-79.7% |
| Admin fee / account holder | $744 | $1,922-61.3% | $6,852-89.1% | $1,587-53.1% |