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.
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 | $2,724 | $57,281-95.2% | $86,612-96.9% | $75,163-96.4% |
| Participation rate | 48.1% | 63.2%-15.0pp | 71.7%-23.5pp | 67.2%-19.0pp |
| Annual return | -22.49% | 2670.75%-2693.2pp | 591.07%-613.6pp | 160.62%-183.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,486 | $3,318-55.2% | $4,438-66.5% | $4,125-64.0% |
| Admin fee / account holder | $1,126 | $4,112-72.6% | $5,614-79.9% | $5,651-80.1% |