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 | $7,000 | $56,897-87.7% | $84,750-91.7% | $62,891-88.9% |
| Participation rate | 14.3% | 68.5%-54.3pp | 76.6%-62.3pp | 69.3%-55.0pp |
| Annual return | 13.49% | 6.30%+7.2pp | 22.78%-9.3pp | 20.14%-6.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $152 | $2,709-94.4% | $3,712-95.9% | $3,203-95.2% |
| Admin fee / account holder | $1,490 | $3,581-58.4% | $5,332-72.1% | $4,296-65.3% |