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 | $8,502 | $49,227-82.7% | $70,449-87.9% | $79,858-89.4% |
| Participation rate | 19.4% | 69.2%-49.8pp | 75.1%-55.7pp | 69.6%-50.2pp |
| Annual return | 0.72% | 30.06%-29.3pp | 109.03%-108.3pp | 31.71%-31.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $580 | $2,768-79.0% | $3,709-84.4% | $3,740-84.5% |
| Admin fee / account holder | $1,833 | $2,878-36.3% | $3,845-52.3% | $5,306-65.5% |