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 6-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 | $9,948 | $83,902-88.1% | $167,512-94.1% | $84,808-88.3% |
| Participation rate | 46.4% | 66.5%-20.0pp | 77.1%-30.6pp | 68.3%-21.9pp |
| Annual return | 13.34% | 91.55%-78.2pp | 1615.79%-1602.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $491 | $2,264-78.3% | $3,882-87.4% | $2,631-81.3% |
| Participant deferral / active EE | $1,184 | $4,442-73.3% | $6,405-81.5% | $4,212-71.9% |
| Admin fee / account holder | $1,394 | $7,915-82.4% | $9,769-85.7% | $7,344-81.0% |