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 7-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 | $25,175 | $86,929-71.0% | $102,423-75.4% | $80,856-68.9% |
| Participation rate | 52.5% | 72.4%-19.9pp | 76.5%-24.0pp | 67.6%-15.1pp |
| Annual return | 2.28% | 18.88%-16.6pp | 29.32%-27.0pp | 35.59%-33.3pp |
| Employer contribution / active EE | $744 | $2,369-68.6% | $3,023-75.4% | $2,755-73.0% |
| Participant deferral / active EE | $1,665 | $4,118-59.6% | $5,053-67.0% | $4,296-61.2% |
| Admin fee / account holder | $2,400 | $8,049-70.2% | $9,451-74.6% | $6,918-65.3% |