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.
Employer 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 | $8,585 | $190,805-95.5% | $159,960-94.6% | $134,475-93.6% |
| Participation rate | 46.7% | 81.9%-35.3pp | 78.0%-31.3pp | 81.2%-34.6pp |
| Annual return | -15.55% | 552.23%-567.8pp | 408.60%-424.2pp | 417.96%-433.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,818 | $6,923-59.3% | $6,182-54.4% | $6,400-56.0% |
| Admin fee / account holder | $972 | $10,471-90.7% | $8,698-88.8% | $11,426-91.5% |