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.
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 | $6,988 | $111,724-93.7% | $93,606-92.5% | $145,922-95.2% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 18.15% | 202.98%-184.8pp | 133.20%-115.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $615 | $3,090-80.1% | $2,420-74.6% | $4,660-86.8% |
| Participant deferral / active EE | $947 | $4,912-80.7% | $4,411-78.5% | $6,688-85.8% |
| Admin fee / account holder | $2,067 | $10,250-79.8% | $8,285-75.1% | $13,397-84.6% |