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 3-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 | $10,106 | $61,058-83.4% | $71,209-85.8% | $85,563-88.2% |
| Participation rate | 11.1% | 58.6%-47.5pp | 73.8%-62.7pp | 66.0%-54.9pp |
| Annual return | 4.32% | 100.41%-96.1pp | 282.51%-278.2pp | 31.51%-27.2pp |
| Employer contribution / active EE | $272 | $2,199-87.6% | $2,721-90.0% | $2,654-89.8% |
| Participant deferral / active EE | $200 | $3,173-93.7% | $4,175-95.2% | $4,375-95.4% |
| Admin fee / account holder | $2,516 | $855+194.4% | $5,349-53.0% | $834+201.6% |