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 | $12,962 | $71,192-81.8% | $117,854-89.0% | $62,292-79.2% |
| Participation rate | 32.2% | 74.2%-42.0pp | 79.7%-47.5pp | 69.5%-37.3pp |
| Annual return | 116.86% | 18.66%+98.2pp | 335.08%-218.2pp | 28.90%+88.0pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,602 | $3,189-49.8% | $4,482-64.3% | $3,169-49.4% |
| Admin fee / account holder | $1,493 | $587+154.3% | $8,020-81.4% | $479+211.5% |