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 | $204,329 | $185,689+10.0% | $146,762+39.2% | $357,791-42.9% |
| Participation rate | 60.9% | 86.7%-25.8pp | 81.7%-20.8pp | 85.6%-24.7pp |
| Annual return | 19.58% | -6.87%+26.5pp | -2.96%+22.5pp | 396.79%-377.2pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $3,453-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $4,299 | $3,759+14.4% | $3,550+21.1% | $5,521-22.1% |
| Admin fee / account holder | $1,240 | $15,700-92.1% | $14,221-91.3% | $28,387-95.6% |