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 | $12,297 | $91,190-86.5% | $178,490-93.1% | $79,858-84.6% |
| Participation rate | 32.0% | 69.2%-37.2pp | 81.9%-49.9pp | 69.6%-37.6pp |
| Annual return | 13.59% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $416 | $3,256-87.2% | $5,011-91.7% | $2,471-83.1% |
| Participant deferral / active EE | $360 | $3,236-88.9% | $5,202-93.1% | $3,740-90.4% |
| Admin fee / account holder | $434 | $6,751-93.6% | $13,984-96.9% | $5,306-91.8% |