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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $25,512 | $79,944-68.1% | $98,439-74.1% | $75,163-66.1% |
| Participation rate | 43.2% | 70.4%-27.2pp | 75.2%-32.0pp | 67.2%-24.0pp |
| Annual return | 9.37% | 19.75%-10.4pp | 21.16%-11.8pp | 160.62%-151.2pp |
| Employer contribution / active EE | $915 | $2,264-59.6% | $3,048-70.0% | $2,670-65.7% |
| Participant deferral / active EE | $1,216 | $3,752-67.6% | $4,738-74.3% | $4,125-70.5% |
| Admin fee / account holder | $2,291 | $6,840-66.5% | $8,948-74.4% | $5,651-59.5% |