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.
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 | $14,610 | $107,791-86.4% | $90,645-83.9% | $135,375-89.2% |
| Participation rate | 31.6% | 78.0%-46.5pp | 74.0%-42.4pp | 82.6%-51.1pp |
| Annual return | -7.14% | -0.90%-6.2pp | 1.88%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $368 | $3,872-90.5% | $3,425-89.3% | $5,609-93.4% |
| Admin fee / account holder | $730 | $5,930-87.7% | $4,994-85.4% | $10,827-93.3% |