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.)
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 | $12,351 | $127,065-90.3% | $113,168-89.1% | $142,382-91.3% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 2.85% | 24.03%-21.2pp | 24.27%-21.4pp | 217.08%-214.2pp |
| Employer contribution / active EE | $236 | $3,442-93.1% | $2,975-92.1% | $4,299-94.5% |
| Participant deferral / active EE | $2,364 | $5,716-58.6% | $5,107-53.7% | $6,507-63.7% |
| Admin fee / account holder | $319,569 | $15,736+1930.8% | $12,068+2548.1% | $12,624+2431.5% |