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 10-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 | $15,885 | $77,813-79.6% | $123,544-87.1% | $64,186-75.3% |
| Participation rate | 32.3% | 74.7%-42.5pp | 82.3%-50.0pp | 69.6%-37.3pp |
| Annual return | 135.04% | 12.48%+122.6pp | 119.20%+15.8pp | 7.63%+127.4pp |
| Employer contribution / active EE | $972 | $3,014-67.7% | $4,628-79.0% | $2,381-59.2% |
| Participant deferral / active EE | $1,528 | $5,240-70.8% | $6,426-76.2% | $3,470-56.0% |
| Admin fee / account holder | $1,228 | $5,519-77.8% | $9,284-86.8% | $4,888-74.9% |