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 | $3,048 | $104,907-97.1% | $84,611-96.4% | $152,861-98.0% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 4.37% | 373.79%-369.4pp | 258.74%-254.4pp | 345.32%-341.0pp |
| Employer contribution / active EE | $799 | $3,302-75.8% | $2,652-69.9% | $4,762-83.2% |
| Participant deferral / active EE | $335 | $4,688-92.9% | $3,899-91.4% | $5,850-94.3% |
| Admin fee / account holder | $1,633 | $6,241-73.8% | $4,912-66.8% | $11,596-85.9% |