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 4-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 | $7,717 | $61,605-87.5% | $112,229-93.1% | $75,163-89.7% |
| Participation rate | 40.0% | 61.7%-21.7pp | 72.4%-32.4pp | 67.2%-27.2pp |
| Annual return | 35.62% | 28.47%+7.2pp | 30.20%+5.4pp | 160.62%-125.0pp |
| Employer contribution / active EE | $732 | $2,015-63.7% | $3,430-78.7% | $2,670-72.6% |
| Participant deferral / active EE | $845 | $3,108-72.8% | $4,798-82.4% | $4,125-79.5% |
| Admin fee / account holder | $458 | $4,862-90.6% | $7,748-94.1% | $5,651-91.9% |