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.)
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 | $22,446 | $91,407-75.4% | $135,903-83.5% | $71,457-68.6% |
| Participation rate | 24.5% | 75.7%-51.1pp | 81.9%-57.4pp | 67.9%-43.4pp |
| Annual return | 26.22% | 29.90%-3.7pp | 68.23%-42.0pp | 28.85%-2.6pp |
| Employer contribution / active EE | $909 | $3,703-75.4% | $4,856-81.3% | $2,588-64.9% |
| Participant deferral / active EE | $3,038 | $7,092-57.2% | $7,758-60.8% | $4,289-29.2% |
| Admin fee / account holder | $3,254 | $1,266+157.1% | $10,762-69.8% | $1,587+105.0% |