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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,890 | $91,190-87.0% | $178,490-93.3% | $79,858-85.1% |
| Participation rate | 18.8% | 69.2%-50.5pp | 81.9%-63.2pp | 69.6%-50.9pp |
| Annual return | 8.54% | 24.19%-15.7pp | 151.07%-142.5pp | 31.71%-23.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $885 | $3,236-72.7% | $5,202-83.0% | $3,740-76.3% |
| Admin fee / account holder | $3,931 | $6,751-41.8% | $13,984-71.9% | $5,306-25.9% |