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.
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 | $4,924 | $197,825-97.5% | $155,790-96.8% | $125,391-96.1% |
| Participation rate | 26.7% | 82.1%-55.4pp | 76.1%-49.4pp | 83.2%-56.5pp |
| Annual return | -29.41% | 86.74%-116.1pp | 71.54%-100.9pp | 282.22%-311.6pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,558 | $5,630-72.3% | $4,797-67.5% | $5,352-70.9% |
| Admin fee / account holder | $1,430 | $9,545-85.0% | $7,478-80.9% | $9,540-85.0% |