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 5-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 | $16,415 | $179,726-90.9% | $156,263-89.5% | $142,382-88.5% |
| Participation rate | 46.2% | 82.1%-35.9pp | 78.9%-32.8pp | 80.1%-34.0pp |
| Annual return | 10.82% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,147 | $5,069-77.4% | $4,333-73.5% | $4,299-73.3% |
| Participant deferral / active EE | $1,791 | $6,956-74.3% | $6,158-70.9% | $6,507-72.5% |
| Admin fee / account holder | $25,501 | $17,272+47.6% | $14,255+78.9% | $12,624+102.0% |