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 3-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 | $7,399 | $159,602-95.4% | $150,045-95.1% | $142,382-94.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 28.00% | 70.24%-42.2pp | 62.55%-34.5pp | 217.08%-189.1pp |
| Employer contribution / active EE | $1,003 | $4,961-79.8% | $4,693-78.6% | $4,299-76.7% |
| Participant deferral / active EE | $1,664 | $8,310-80.0% | $7,997-79.2% | $6,507-74.4% |
| Admin fee / account holder | $1,714 | $14,846-88.5% | $13,435-87.2% | $12,624-86.4% |