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 | $1,662 | $106,543-98.4% | $91,220-98.2% | $134,475-98.8% |
| Participation rate | 30.8% | 76.8%-46.0pp | 73.2%-42.4pp | 81.2%-50.5pp |
| Annual return | 0.00% | 160.60%-160.6pp | 114.01%-114.0pp | 417.96%-418.0pp |
| Employer contribution / active EE | $338 | $3,331-89.8% | $2,850-88.1% | $4,740-92.9% |
| Participant deferral / active EE | $379 | $4,719-92.0% | $4,234-91.0% | $6,400-94.1% |
| Admin fee / account holder | $607 | $6,231-90.3% | $5,420-88.8% | $11,426-94.7% |