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 8-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 | $15,563 | $86,286-82.0% | $111,297-86.0% | $85,850-81.9% |
| Participation rate | 46.2% | 73.3%-27.2pp | 77.3%-31.2pp | 69.3%-23.2pp |
| Annual return | 14.72% | 19.99%-5.3pp | 54.65%-39.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $739 | $2,043-63.8% | $2,731-72.9% | $2,565-71.2% |
| Participant deferral / active EE | $1,257 | $3,641-65.5% | $4,487-72.0% | $3,952-68.2% |
| Admin fee / account holder | $545 | $8,188-93.3% | $7,964-93.2% | $6,260-91.3% |