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 8-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 | $6,908 | $107,334-93.6% | $92,893-92.6% | $152,861-95.5% |
| Participation rate | 19.0% | 79.8%-60.7pp | 76.0%-57.0pp | 82.4%-63.4pp |
| Annual return | 30.71% | 145.58%-114.9pp | 109.41%-78.7pp | 345.32%-314.6pp |
| Employer contribution / active EE | $751 | $4,221-82.2% | $3,653-79.4% | $4,762-84.2% |
| Participant deferral / active EE | $892 | $4,845-81.6% | $4,236-78.9% | $5,850-84.8% |
| Admin fee / account holder | $767 | $7,079-89.2% | $5,794-86.8% | $11,596-93.4% |