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 | $8,237 | $66,402-87.6% | $109,895-92.5% | $85,850-90.4% |
| Participation rate | 53.2% | 63.9%-10.7pp | 74.2%-21.0pp | 69.3%-16.1pp |
| Annual return | 12.04% | 19.59%-7.6pp | 29.45%-17.4pp | 318.53%-306.5pp |
| Employer contribution / active EE | $344 | $1,687-79.6% | $2,842-87.9% | $2,565-86.6% |
| Participant deferral / active EE | $923 | $2,842-67.5% | $4,048-77.2% | $3,952-76.7% |
| Admin fee / account holder | $807 | $4,557-82.3% | $6,066-86.7% | $6,260-87.1% |