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 | $30,104 | $94,625-68.2% | $116,228-74.1% | $84,808-64.5% |
| Participation rate | 29.0% | 70.4%-41.4pp | 74.6%-45.5pp | 68.3%-39.3pp |
| Annual return | 12.93% | 20.40%-7.5pp | 90.06%-77.1pp | 40.90%-28.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,055 | $3,972-73.4% | $4,953-78.7% | $4,212-74.9% |
| Admin fee / account holder | $1,087 | $10,091-89.2% | $11,989-90.9% | $7,344-85.2% |