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 4-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 | $11,636 | $61,058-80.9% | $71,209-83.7% | $85,563-86.4% |
| Participation rate | 21.6% | 58.6%-37.0pp | 73.8%-52.2pp | 66.0%-44.4pp |
| Annual return | 18.61% | 100.41%-81.8pp | 282.51%-263.9pp | 31.51%-12.9pp |
| Employer contribution / active EE | $1 | $2,199-99.9% | $2,721-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $841 | $3,173-73.5% | $4,175-79.9% | $4,375-80.8% |
| Admin fee / account holder | $2,325 | $855+172.0% | $5,349-56.5% | $834+178.7% |