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.)
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 | $26,604 | $83,477-68.1% | $125,175-78.7% | $72,985-63.5% |
| Participation rate | 44.0% | 73.3%-29.3pp | 79.8%-35.8pp | 69.5%-25.5pp |
| Annual return | 21.32% | 25.78%-4.5pp | 43.79%-22.5pp | 81.00%-59.7pp |
| Employer contribution / active EE | $1,005 | $2,345-57.1% | $3,865-74.0% | $2,440-58.8% |
| Participant deferral / active EE | $1,512 | $3,585-57.8% | $4,937-69.4% | $3,607-58.1% |
| Admin fee / account holder | $3,427 | $5,517-37.9% | $9,702-64.7% | $5,124-33.1% |