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.)
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 | $6,601 | $54,541-87.9% | $78,778-91.6% | $70,131-90.6% |
| Participation rate | 25.7% | 60.8%-35.1pp | 69.2%-43.5pp | 69.5%-43.8pp |
| Annual return | 14.51% | 21.07%-6.6pp | 35.62%-21.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $401 | $1,089-63.2% | $1,986-79.8% | $2,342-82.9% |
| Participant deferral / active EE | $638 | $2,210-71.1% | $2,958-78.4% | $3,332-80.8% |
| Admin fee / account holder | $666 | $3,709-82.0% | $5,134-87.0% | $4,645-85.7% |