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 | $17,102 | $66,302-74.2% | $110,238-84.5% | $56,287-69.6% |
| Participation rate | 25.7% | 74.9%-49.2pp | 79.8%-54.1pp | 69.9%-44.1pp |
| Annual return | -7.52% | -1.18%-6.3pp | 314.74%-322.3pp | -9.96%+2.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,939 | $3,381-42.7% | $4,672-58.5% | $3,350-42.1% |
| Admin fee / account holder | $2,808 | $698+302.0% | $8,547-67.1% | $521+439.0% |