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 | $9,486 | $53,777-82.4% | $134,143-92.9% | $79,858-88.1% |
| Participation rate | 14.1% | 58.8%-44.7pp | 72.2%-58.1pp | 69.6%-55.5pp |
| Annual return | 19.14% | 19.01%+0.1pp | 36.33%-17.2pp | 31.71%-12.6pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $191 | $2,420-92.1% | $3,499-94.5% | $3,740-94.9% |
| Admin fee / account holder | $11,600 | $3,984+191.2% | $6,684+73.5% | $5,306+118.6% |