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.
Employer 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 | $203,175 | $293,860-30.9% | $237,244-14.4% | $357,791-43.2% |
| Participation rate | 60.0% | 84.2%-24.2pp | 80.3%-20.3pp | 85.6%-25.6pp |
| Annual return | 14.29% | 4677.97%-4663.7pp | 4131.29%-4117.0pp | 396.79%-382.5pp |
| Employer contribution / active EE | $2,029 | $5,523-63.3% | $4,351-53.4% | $7,508-73.0% |
| Participant deferral / active EE | $9,100 | $4,397+106.9% | $4,056+124.4% | $5,521+64.8% |
| Admin fee / account holder | $3,162 | $21,223-85.1% | $18,030-82.5% | $28,387-88.9% |