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 | $13,350 | $85,766-84.4% | $136,294-90.2% | $70,131-81.0% |
| Participation rate | 48.1% | 74.2%-26.1pp | 81.9%-33.9pp | 69.5%-21.5pp |
| Annual return | 18.33% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,782 | $2,966-39.9% | $4,695-62.1% | $2,342-23.9% |
| Participant deferral / active EE | $1,478 | $5,051-70.7% | $6,247-76.3% | $3,332-55.6% |
| Admin fee / account holder | $4,381 | $5,420-19.2% | $9,243-52.6% | $4,645-5.7% |