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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,458 | $81,900-76.2% | $119,609-83.7% | $68,494-71.6% |
| Participation rate | 28.0% | 71.9%-43.9pp | 79.3%-51.3pp | 67.9%-39.9pp |
| Annual return | -19.47% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,631 | $4,148-60.7% | $5,602-70.9% | $4,027-59.5% |
| Admin fee / account holder | $537 | $6,582-91.8% | $10,323-94.8% | $5,403-90.1% |