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 4-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 | $10,867 | $71,883-84.9% | $86,677-87.5% | $68,494-84.1% |
| Participation rate | 40.5% | 72.2%-31.8pp | 76.6%-36.1pp | 67.9%-27.4pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $829 | $2,173-61.8% | $2,836-70.8% | $2,596-68.1% |
| Participant deferral / active EE | $1,174 | $3,779-68.9% | $4,656-74.8% | $4,027-70.8% |
| Admin fee / account holder | $421 | $6,112-93.1% | $7,493-94.4% | $5,403-92.2% |