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 9-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 | $19,679 | $70,475-72.1% | $100,516-80.4% | $79,858-75.4% |
| Participation rate | 43.9% | 73.7%-29.8pp | 79.4%-35.5pp | 69.6%-25.7pp |
| Annual return | 15.82% | 21.90%-6.1pp | 30.89%-15.1pp | 31.71%-15.9pp |
| Employer contribution / active EE | $851 | $2,165-60.7% | $3,418-75.1% | $2,471-65.6% |
| Participant deferral / active EE | $1,457 | $5,181-71.9% | $6,270-76.8% | $3,740-61.0% |
| Admin fee / account holder | $5,575 | $4,478+24.5% | $8,081-31.0% | $5,306+5.1% |