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 | $7,647 | $100,754-92.4% | $86,677-91.2% | $134,475-94.3% |
| Participation rate | 45.8% | 78.9%-33.1pp | 76.6%-30.7pp | 81.2%-35.4pp |
| Annual return | -16.30% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,463 | $5,338-72.6% | $4,656-68.6% | $6,400-77.1% |
| Admin fee / account holder | $526 | $10,926-95.2% | $7,493-93.0% | $11,426-95.4% |