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 | $12,483 | $102,616-87.8% | $81,983-84.8% | $158,922-92.1% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.2%-12.1pp | 82.0%-24.8pp |
| Annual return | 18.75% | 61.04%-42.3pp | 41.31%-22.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $493 | $3,240-84.8% | $2,498-80.3% | $4,761-89.7% |
| Participant deferral / active EE | $767 | $4,648-83.5% | $3,722-79.4% | $5,982-87.2% |
| Admin fee / account holder | $5,098 | $8,235-38.1% | $5,664-10.0% | $11,246-54.7% |