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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,158 | $90,600-93.2% | $79,464-92.3% | $135,375-95.5% |
| Participation rate | 23.5% | 76.0%-52.5pp | 73.3%-49.8pp | 82.6%-59.1pp |
| Annual return | -12.24% | 977.43%-989.7pp | 718.14%-730.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,802 | $4,050-55.5% | $3,704-51.4% | $5,609-67.9% |
| Admin fee / account holder | $4,109 | $5,907-30.4% | $5,113-19.6% | $10,827-62.0% |