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 | $13,662 | $210,648-93.5% | $177,989-92.3% | $145,922-90.6% |
| Participation rate | 55.6% | 80.8%-25.2pp | 77.1%-21.5pp | 80.3%-24.7pp |
| Annual return | 110.63% | 385.86%-275.2pp | 294.48%-183.9pp | 561.29%-450.7pp |
| Employer contribution / active EE | $1,041 | $4,565-77.2% | $3,949-73.6% | $4,660-77.7% |
| Participant deferral / active EE | $869 | $6,958-87.5% | $6,276-86.2% | $6,688-87.0% |
| Admin fee / account holder | $1,124 | $12,013-90.6% | $10,363-89.2% | $13,397-91.6% |