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 | $24,714 | $86,929-71.6% | $102,423-75.9% | $80,856-69.4% |
| Participation rate | 25.8% | 72.4%-46.6pp | 76.5%-50.7pp | 67.6%-41.8pp |
| Annual return | 12.45% | 18.88%-6.4pp | 29.32%-16.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,076 | $2,369-54.6% | $3,023-64.4% | $2,755-61.0% |
| Participant deferral / active EE | $1,278 | $4,118-69.0% | $5,053-74.7% | $4,296-70.3% |
| Admin fee / account holder | $3,476 | $8,049-56.8% | $9,451-63.2% | $6,918-49.7% |