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 | $17,310 | $88,083-80.3% | $164,813-89.5% | $74,495-76.8% |
| Participation rate | 3.0% | 73.0%-70.0pp | 78.6%-75.6pp | 67.2%-64.2pp |
| Annual return | 16.94% | 17.26%-0.3pp | 69.93%-53.0pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $83 | $4,498-98.2% | $6,031-98.6% | $4,346-98.1% |
| Admin fee / account holder | $6,237 | $2,234+179.2% | $12,690-50.8% | $1,942+221.2% |