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 | $8,318 | $150,187-94.5% | $120,354-93.1% | $145,922-94.3% |
| Participation rate | 4.3% | 78.8%-74.4pp | 71.9%-67.6pp | 80.3%-75.9pp |
| Annual return | 9.26% | 154.07%-144.8pp | 107.15%-97.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $240 | $6,173-96.1% | $4,991-95.2% | $6,688-96.4% |
| Admin fee / account holder | $925 | $12,207-92.4% | $9,423-90.2% | $13,397-93.1% |