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.
Employer 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 | $15,265 | $71,050-78.5% | $93,606-83.7% | $80,856-81.1% |
| Participation rate | 22.7% | 60.4%-37.7pp | 68.7%-46.0pp | 67.6%-44.9pp |
| Annual return | 23.57% | 11.26%+12.3pp | 133.20%-109.6pp | 35.59%-12.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,383 | $4,034-65.7% | $4,411-68.7% | $4,296-67.8% |
| Admin fee / account holder | $711 | $6,945-89.8% | $8,285-91.4% | $6,918-89.7% |