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 4-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 | $16,899 | $80,724-79.1% | $103,333-83.6% | $74,495-77.3% |
| Participation rate | 9.5% | 65.7%-56.2pp | 74.5%-65.0pp | 67.2%-57.7pp |
| Annual return | 49.36% | 27.56%+21.8pp | 24.88%+24.5pp | 1364.94%-1315.6pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $533 | $3,860-86.2% | $5,057-89.5% | $4,346-87.7% |
| Admin fee / account holder | $3,727 | $2,368+57.4% | $8,355-55.4% | $1,942+92.0% |