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 9-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.
Employer 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 | $5,128 | $60,022-91.5% | $88,946-94.2% | $84,808-94.0% |
| Participation rate | 63.8% | 57.8%+6.0pp | 68.8%-5.0pp | 68.3%-4.5pp |
| Annual return | 18.27% | 22.43%-4.2pp | 57.82%-39.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $977 | $3,114-68.6% | $4,581-78.7% | $4,212-76.8% |
| Admin fee / account holder | $707 | $4,811-85.3% | $8,261-91.4% | $7,344-90.4% |