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.
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 | $7,698 | $44,960-82.9% | $84,966-90.9% | $74,495-89.7% |
| Participation rate | 26.2% | 49.4%-23.2pp | 67.5%-41.3pp | 67.2%-41.0pp |
| Annual return | 13.76% | 26.24%-12.5pp | 66.38%-52.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $89 | $1,457-93.9% | $2,727-96.7% | $2,623-96.6% |
| Participant deferral / active EE | $710 | $2,731-74.0% | $4,519-84.3% | $4,346-83.7% |
| Admin fee / account holder | $374 | $2,209-83.1% | $6,149-93.9% | $1,942-80.8% |