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.
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 | $15,601 | $80,968-80.7% | $96,544-83.8% | $75,163-79.2% |
| Participation rate | 60.6% | 71.8%-11.2pp | 76.0%-15.4pp | 67.2%-6.6pp |
| Annual return | 18.42% | 27.06%-8.6pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $536 | $2,282-76.5% | $2,965-81.9% | $2,670-79.9% |
| Participant deferral / active EE | $1,785 | $3,928-54.6% | $4,851-63.2% | $4,125-56.7% |
| Admin fee / account holder | $434 | $6,724-93.5% | $8,252-94.7% | $5,651-92.3% |