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 | $4,969 | $176,377-97.2% | $134,143-96.3% | $158,922-96.9% |
| Participation rate | 18.8% | 78.7%-60.0pp | 72.2%-53.4pp | 82.0%-63.2pp |
| Annual return | 6.48% | 63.63%-57.2pp | 36.33%-29.9pp | 302.83%-296.3pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $190 | $4,091-95.3% | $3,499-94.6% | $5,982-96.8% |
| Admin fee / account holder | $1,264 | $8,718-85.5% | $6,684-81.1% | $11,246-88.8% |