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.)
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 | $19,039 | $74,927-74.6% | $101,794-81.3% | $84,808-77.6% |
| Participation rate | 9.7% | 61.4%-51.7pp | 69.2%-59.5pp | 68.3%-58.6pp |
| Annual return | 16.75% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $349 | $1,522-77.1% | $2,289-84.8% | $2,631-86.8% |
| Participant deferral / active EE | $697 | $3,099-77.5% | $4,084-82.9% | $4,212-83.4% |
| Admin fee / account holder | $2,631 | $6,514-59.6% | $8,777-70.0% | $7,344-64.2% |