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 | $29,890 | $109,359-72.7% | $162,163-81.6% | $72,985-59.0% |
| Participation rate | 43.3% | 84.3%-40.9pp | 87.6%-44.2pp | 69.5%-26.2pp |
| Annual return | 14.17% | 25.46%-11.3pp | 115.59%-101.4pp | 81.00%-66.8pp |
| Employer contribution / active EE | $8,965 | $3,907+129.4% | $5,614+59.7% | $2,440+267.4% |
| Participant deferral / active EE | $1,982 | $5,481-63.8% | $7,298-72.8% | $3,607-45.1% |
| Admin fee / account holder | $1,510 | $7,972-81.1% | $10,843-86.1% | $5,124-70.5% |