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.)
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 | $7,025 | $72,012-90.2% | $185,823-96.2% | $79,858-91.2% |
| Participation rate | 26.8% | 65.8%-39.0pp | 78.0%-51.2pp | 69.6%-42.8pp |
| Annual return | 9.61% | 23.12%-13.5pp | 35.95%-26.3pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $411 | $3,779-89.1% | $5,632-92.7% | $3,740-89.0% |
| Admin fee / account holder | $439 | $4,513-90.3% | $9,500-95.4% | $5,306-91.7% |