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.
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 | $9,931 | $209,832-95.3% | $189,513-94.8% | $167,490-94.1% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 3.80% | 748.27%-744.5pp | 555.15%-551.4pp | 478.56%-474.8pp |
| Employer contribution / active EE | $2,800 | $6,914-59.5% | $6,162-54.6% | $4,837-42.1% |
| Participant deferral / active EE | $901 | $8,935-89.9% | $8,221-89.0% | $6,341-85.8% |
| Admin fee / account holder | $9,183 | $14,293-35.8% | $12,045-23.8% | $12,309-25.4% |