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.
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 | $24,875 | $79,171-68.6% | $102,423-75.7% | $74,495-66.6% |
| Participation rate | 48.5% | 74.8%-26.3pp | 76.5%-28.0pp | 67.2%-18.7pp |
| Annual return | 10.89% | 54.93%-44.0pp | 29.32%-18.4pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $954 | $2,362-59.6% | $3,023-68.4% | $2,623-63.6% |
| Participant deferral / active EE | $1,456 | $4,415-67.0% | $5,053-71.2% | $4,346-66.5% |
| Admin fee / account holder | $2,200 | $2,001+10.0% | $9,451-76.7% | $1,942+13.3% |