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.
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 | $6,965 | $52,519-86.7% | $155,790-95.5% | $59,632-88.3% |
| Participation rate | 8.9% | 61.7%-52.8pp | 76.1%-67.2pp | 68.7%-59.8pp |
| Annual return | -1.53% | 53.51%-55.0pp | 71.54%-73.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $329 | $3,084-89.3% | $4,797-93.1% | $3,192-89.7% |
| Admin fee / account holder | $1,274 | $3,540-64.0% | $7,478-83.0% | $4,297-70.4% |