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 | $16,006 | $109,359-85.4% | $162,163-90.1% | $72,985-78.1% |
| Participation rate | 69.7% | 84.3%-14.6pp | 87.6%-17.9pp | 69.5%+0.2pp |
| Annual return | 94.22% | 25.46%+68.8pp | 115.59%-21.4pp | 81.00%+13.2pp |
| Employer contribution / active EE | $1,572 | $3,907-59.8% | $5,614-72.0% | $2,440-35.6% |
| Participant deferral / active EE | $2,219 | $5,481-59.5% | $7,298-69.6% | $3,607-38.5% |
| Admin fee / account holder | $446 | $7,972-94.4% | $10,843-95.9% | $5,124-91.3% |