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 7-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 | $12,383 | $81,460-84.8% | $103,333-88.0% | $80,856-84.7% |
| Participation rate | 67.9% | 66.8%+1.0pp | 74.5%-6.7pp | 67.6%+0.2pp |
| Annual return | 19.90% | 25.55%-5.6pp | 24.88%-5.0pp | 35.59%-15.7pp |
| Employer contribution / active EE | $114 | $3,105-96.3% | $3,868-97.0% | $2,755-95.8% |
| Participant deferral / active EE | $1,878 | $3,869-51.4% | $5,057-62.9% | $4,296-56.3% |
| Admin fee / account holder | $785 | $6,566-88.0% | $8,355-90.6% | $6,918-88.6% |