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 | $17,141 | $89,753-80.9% | $107,525-84.1% | $84,808-79.8% |
| Participation rate | 54.1% | 68.1%-13.9pp | 75.1%-21.0pp | 68.3%-14.2pp |
| Annual return | 10.23% | 29.48%-19.2pp | 181.32%-171.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $2,745 | $3,113-11.8% | $3,754-26.9% | $2,631+4.3% |
| Participant deferral / active EE | $1,028 | $4,056-74.6% | $5,116-79.9% | $4,212-75.6% |
| Admin fee / account holder | $6,049 | $7,222-16.2% | $8,919-32.2% | $7,344-17.6% |