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 | $8,024 | $103,376-92.2% | $87,100-90.8% | $152,861-94.8% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.9%-51.9pp | 82.4%-57.4pp |
| Annual return | 12.29% | 28.10%-15.8pp | 28.19%-15.9pp | 345.32%-333.0pp |
| Employer contribution / active EE | $749 | $3,220-76.7% | $2,521-70.3% | $4,762-84.3% |
| Participant deferral / active EE | $1,345 | $4,778-71.9% | $4,049-66.8% | $5,850-77.0% |
| Admin fee / account holder | $5,735 | $12,205-53.0% | $7,497-23.5% | $11,596-50.5% |