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.)
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 | $20,914 | $65,561-68.1% | $91,541-77.2% | $74,304-71.9% |
| Participation rate | 14.5% | 56.6%-42.1pp | 69.8%-55.3pp | 60.3%-45.8pp |
| Annual return | 17.89% | 17.68%+0.2pp | 20.50%-2.6pp | 29.43%-11.5pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $919 | $2,918-68.5% | $4,008-77.1% | $3,767-75.6% |
| Admin fee / account holder | $4,113 | $3,333+23.4% | $6,956-40.9% | $2,969+38.5% |