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.
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 | $10,741 | $131,829-91.9% | $108,579-90.1% | $273,961-96.1% |
| Participation rate | 14.3% | 83.5%-69.2pp | 79.6%-65.3pp | 83.0%-68.7pp |
| Annual return | 2.46% | -91.57%+94.0pp | -51.70%+54.2pp | 41.45%-39.0pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,509 | $5,127-70.6% | $4,311-65.0% | $5,287-71.5% |
| Admin fee / account holder | $20,131 | $10,252+96.4% | $7,645+163.3% | $10,132+98.7% |