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 | $23,022 | $86,944-73.5% | $107,525-78.6% | $74,304-69.0% |
| Participation rate | 14.7% | 59.6%-44.8pp | 75.1%-60.4pp | 60.3%-45.6pp |
| Annual return | 15.82% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $147 | $3,554-95.9% | $5,116-97.1% | $3,767-96.1% |
| Admin fee / account holder | $761 | $3,727-79.6% | $8,919-91.5% | $2,969-74.4% |