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 8-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 | $16,206 | $94,625-82.9% | $116,228-86.1% | $84,808-80.9% |
| Participation rate | 21.0% | 70.4%-49.5pp | 74.6%-53.6pp | 68.3%-47.3pp |
| Annual return | 12.29% | 20.40%-8.1pp | 90.06%-77.8pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $484 | $3,972-87.8% | $4,953-90.2% | $4,212-88.5% |
| Admin fee / account holder | $2,360 | $10,091-76.6% | $11,989-80.3% | $7,344-67.9% |