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 9-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 | $979 | $148,978-99.3% | $200,582-99.5% | $84,808-98.8% |
| Participation rate | 58.1% | 84.2%-26.2pp | 86.9%-28.8pp | 68.3%-10.2pp |
| Annual return | -8.38% | 28.16%-36.5pp | 42.33%-50.7pp | 40.90%-49.3pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $102 | $7,142-98.6% | $9,331-98.9% | $4,212-97.6% |
| Admin fee / account holder | $932 | $13,977-93.3% | $16,305-94.3% | $7,344-87.3% |