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 | $8,037 | $135,635-94.1% | $110,238-92.7% | $135,375-94.1% |
| Participation rate | 0.0% | 83.5%-83.5pp | 79.8%-79.8pp | 82.6%-82.6pp |
| Annual return | 3.49% | 513.19%-509.7pp | 314.74%-311.3pp | 519.73%-516.2pp |
| Employer contribution / active EE | $1,095 | $4,906-77.7% | $3,826-71.4% | $4,779-77.1% |
| Participant deferral / active EE | $1,001 | $5,506-81.8% | $4,672-78.6% | $5,609-82.2% |
| Admin fee / account holder | $12,210 | $11,457+6.6% | $8,547+42.8% | $10,827+12.8% |