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 | $8,134 | $46,553-82.5% | $64,056-87.3% | $75,163-89.2% |
| Participation rate | 41.0% | 65.9%-24.9pp | 72.3%-31.3pp | 67.2%-26.2pp |
| Annual return | 15.37% | 26.03%-10.7pp | 33.69%-18.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,305 | $2,837-54.0% | $3,880-66.4% | $4,125-68.4% |
| Admin fee / account holder | $9,706 | $2,952+228.8% | $3,068+216.3% | $5,651+71.8% |