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 | $23,304 | $167,484-86.1% | $151,611-84.6% | $134,475-82.7% |
| Participation rate | 69.2% | 88.4%-19.2pp | 87.5%-18.3pp | 81.2%-12.0pp |
| Annual return | 2.70% | 7.80%-5.1pp | 3.33%-0.6pp | 417.96%-415.3pp |
| Employer contribution / active EE | $1,885 | $6,829-72.4% | $6,166-69.4% | $4,740-60.2% |
| Participant deferral / active EE | $2,687 | $8,986-70.1% | $8,363-67.9% | $6,400-58.0% |
| Admin fee / account holder | $12,947 | $13,783-6.1% | $11,616+11.5% | $11,426+13.3% |