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.
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 | $5,511 | $107,334-94.9% | $92,893-94.1% | $152,861-96.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 33.49% | 145.58%-112.1pp | 109.41%-75.9pp | 345.32%-311.8pp |
| Employer contribution / active EE | $443 | $4,221-89.5% | $3,653-87.9% | $4,762-90.7% |
| Participant deferral / active EE | $2,120 | $4,845-56.2% | $4,236-49.9% | $5,850-63.8% |
| Admin fee / account holder | $1,041 | $7,079-85.3% | $5,794-82.0% | $11,596-91.0% |