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 4-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 | $3,512 | $68,346-94.9% | $94,646-96.3% | $75,163-95.3% |
| Participation rate | 1.1% | 76.1%-75.0pp | 80.8%-79.7pp | 67.2%-66.1pp |
| Annual return | 40.59% | 616.93%-576.3pp | 156.71%-116.1pp | 160.62%-120.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $36 | $6,537-99.4% | $7,418-99.5% | $4,125-99.1% |
| Admin fee / account holder | $594 | $5,326-88.8% | $7,231-91.8% | $5,651-89.5% |