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 | $11,674 | $210,648-94.5% | $177,989-93.4% | $145,922-92.0% |
| Participation rate | 25.0% | 80.8%-55.8pp | 77.1%-52.1pp | 80.3%-55.3pp |
| Annual return | 21.70% | 385.86%-364.2pp | 294.48%-272.8pp | 561.29%-539.6pp |
| Employer contribution / active EE | $748 | $4,565-83.6% | $3,949-81.1% | $4,660-83.9% |
| Participant deferral / active EE | $726 | $6,958-89.6% | $6,276-88.4% | $6,688-89.1% |
| Admin fee / account holder | $960 | $12,013-92.0% | $10,363-90.7% | $13,397-92.8% |