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 | $9,412 | $53,127-82.3% | $86,590-89.1% | $70,131-86.6% |
| Participation rate | 18.5% | 65.3%-46.8pp | 73.5%-55.0pp | 69.5%-51.0pp |
| Annual return | 28.38% | 27.66%+0.7pp | 964.84%-936.5pp | 73.14%-44.8pp |
| Employer contribution / active EE | $434 | $2,068-79.0% | $2,839-84.7% | $2,342-81.5% |
| Participant deferral / active EE | $642 | $2,696-76.2% | $3,609-82.2% | $3,332-80.7% |
| Admin fee / account holder | $1,229 | $3,585-65.7% | $4,906-74.9% | $4,645-73.5% |