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 4-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.)
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 | $8,806 | $55,415-84.1% | $155,509-94.3% | $74,495-88.2% |
| Participation rate | 17.5% | 61.9%-44.4pp | 78.2%-60.6pp | 67.2%-49.7pp |
| Annual return | 4.27% | 268.50%-264.2pp | 64.67%-60.4pp | 1364.94%-1360.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $613 | $2,836-78.4% | $5,626-89.1% | $4,346-85.9% |
| Admin fee / account holder | $2,556 | $1,738+47.1% | $15,912-83.9% | $1,942+31.7% |