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.
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 | $12,029 | $127,777-90.6% | $106,548-88.7% | $167,490-92.8% |
| Participation rate | 57.1% | 78.3%-21.1pp | 76.1%-19.0pp | 82.1%-25.0pp |
| Annual return | 16.88% | 33.87%-17.0pp | 26.80%-9.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $486 | $3,427-85.8% | $2,819-82.8% | $4,837-90.0% |
| Participant deferral / active EE | $1,532 | $5,087-69.9% | $4,398-65.2% | $6,341-75.8% |
| Admin fee / account holder | $2,067 | $11,228-81.6% | $7,407-72.1% | $12,309-83.2% |