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 5-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.
Employer 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 | $3,382 | $91,190-96.3% | $178,490-98.1% | $79,858-95.8% |
| Participation rate | 52.5% | 69.2%-16.7pp | 81.9%-29.5pp | 69.6%-17.2pp |
| Annual return | 30.52% | 24.19%+6.3pp | 151.07%-120.6pp | 31.71%-1.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,747 | $3,236-46.0% | $5,202-66.4% | $3,740-53.3% |
| Admin fee / account holder | $603 | $6,751-91.1% | $13,984-95.7% | $5,306-88.6% |