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 6-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 | $5,959 | $63,861-90.7% | $104,607-94.3% | $79,858-92.5% |
| Participation rate | 53.7% | 64.9%-11.2pp | 74.1%-20.4pp | 69.6%-15.9pp |
| Annual return | 31.30% | 21.30%+10.0pp | 340.46%-309.2pp | 31.71%-0.4pp |
| Employer contribution / active EE | $255 | $1,588-83.9% | $2,681-90.5% | $2,471-89.7% |
| Participant deferral / active EE | $1,477 | $2,693-45.2% | $3,740-60.5% | $3,740-60.5% |
| Admin fee / account holder | $308 | $4,185-92.6% | $6,473-95.2% | $5,306-94.2% |