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 | $7,664 | $165,335-95.4% | $149,696-94.9% | $158,922-95.2% |
| Participation rate | 61.5% | 84.6%-23.0pp | 82.5%-20.9pp | 82.0%-20.4pp |
| Annual return | 46.79% | 348.15%-301.4pp | 276.60%-229.8pp | 302.83%-256.0pp |
| Employer contribution / active EE | $271 | $5,103-94.7% | $4,644-94.2% | $4,761-94.3% |
| Participant deferral / active EE | $3,656 | $7,181-49.1% | $6,842-46.6% | $5,982-38.9% |
| Admin fee / account holder | $1,131 | $10,807-89.5% | $9,309-87.8% | $11,246-89.9% |