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.
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 | $21,141 | $93,571-77.4% | $135,903-84.4% | $75,163-71.9% |
| Participation rate | 67.6% | 75.2%-7.6pp | 81.9%-14.3pp | 67.2%+0.4pp |
| Annual return | 23.69% | 30.90%-7.2pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $806 | $3,537-77.2% | $4,856-83.4% | $2,670-69.8% |
| Participant deferral / active EE | $2,432 | $6,404-62.0% | $7,758-68.7% | $4,125-41.1% |
| Admin fee / account holder | $1,655 | $6,975-76.3% | $10,762-84.6% | $5,651-70.7% |