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 9-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 | $13,868 | $83,477-83.4% | $125,175-88.9% | $72,985-81.0% |
| Participation rate | 24.7% | 73.3%-48.6pp | 79.8%-55.1pp | 69.5%-44.8pp |
| Annual return | 26.89% | 25.78%+1.1pp | 43.79%-16.9pp | 81.00%-54.1pp |
| Employer contribution / active EE | $672 | $2,345-71.3% | $3,865-82.6% | $2,440-72.5% |
| Participant deferral / active EE | $1,473 | $3,585-58.9% | $4,937-70.2% | $3,607-59.2% |
| Admin fee / account holder | $583 | $5,517-89.4% | $9,702-94.0% | $5,124-88.6% |