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 | $9,010 | $61,272-85.3% | $149,673-94.0% | $71,457-87.4% |
| Participation rate | 36.8% | 62.5%-25.7pp | 78.8%-42.0pp | 67.9%-31.1pp |
| Annual return | 11.08% | 35.85%-24.8pp | 134.42%-123.3pp | 28.85%-17.8pp |
| Employer contribution / active EE | $684 | $2,378-71.2% | $4,818-85.8% | $2,588-73.6% |
| Participant deferral / active EE | $540 | $2,917-81.5% | $5,680-90.5% | $4,289-87.4% |
| Admin fee / account holder | $1,619 | $1,261+28.3% | $13,210-87.7% | $1,587+2.0% |