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 | $16,385 | $72,404-77.4% | $110,238-85.1% | $64,186-74.5% |
| Participation rate | 25.0% | 73.3%-48.3pp | 79.8%-54.8pp | 69.6%-44.6pp |
| Annual return | -8.85% | -6.29%-2.6pp | 314.74%-323.6pp | 7.63%-16.5pp |
| Employer contribution / active EE | $554 | $2,282-75.7% | $3,826-85.5% | $2,381-76.7% |
| Participant deferral / active EE | $1,181 | $3,469-66.0% | $4,672-74.7% | $3,470-66.0% |
| Admin fee / account holder | $5,781 | $5,664+2.1% | $8,547-32.4% | $4,888+18.3% |