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 | $9,791 | $91,552-89.3% | $133,956-92.7% | $79,858-87.7% |
| Participation rate | 55.7% | 73.3%-17.7pp | 79.8%-24.1pp | 69.6%-13.9pp |
| Annual return | 13.53% | 61.85%-48.3pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $581 | $2,384-75.6% | $3,919-85.2% | $2,471-76.5% |
| Participant deferral / active EE | $798 | $3,733-78.6% | $5,048-84.2% | $3,740-78.7% |
| Admin fee / account holder | $1,593 | $6,321-74.8% | $8,927-82.2% | $5,306-70.0% |