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 3-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 | $32,932 | $109,413-69.9% | $156,263-78.9% | $84,808-61.2% |
| Participation rate | 35.4% | 72.7%-37.3pp | 78.9%-43.5pp | 68.3%-32.9pp |
| Annual return | 11.24% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.7pp |
| Employer contribution / active EE | $793 | $2,907-72.7% | $4,333-81.7% | $2,631-69.8% |
| Participant deferral / active EE | $3,511 | $4,590-23.5% | $6,158-43.0% | $4,212-16.6% |
| Admin fee / account holder | $4,347 | $9,357-53.5% | $14,255-69.5% | $7,344-40.8% |