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 6-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 | $7,486 | $42,894-82.5% | $60,874-87.7% | $68,494-89.1% |
| Participation rate | 52.3% | 66.8%-14.5pp | 73.1%-20.8pp | 67.9%-15.6pp |
| Annual return | -19.80% | -13.98%-5.8pp | 16.90%-36.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $848 | $1,978-57.1% | $2,701-68.6% | $2,596-67.3% |
| Participant deferral / active EE | $848 | $2,867-70.4% | $3,817-77.8% | $4,027-78.9% |
| Admin fee / account holder | $1,645 | $3,101-46.9% | $3,224-49.0% | $5,403-69.6% |