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.)
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 | $10,538 | $79,449-86.7% | $189,557-94.4% | $85,850-87.7% |
| Participation rate | 61.2% | 66.0%-4.8pp | 78.4%-17.2pp | 69.3%-8.1pp |
| Annual return | 11.48% | 18.45%-7.0pp | 64.17%-52.7pp | 318.53%-307.1pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,969 | $4,051-51.4% | $6,174-68.1% | $3,952-50.2% |
| Admin fee / account holder | $6,019 | $5,377+11.9% | $9,807-38.6% | $6,260-3.8% |