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 10-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 | $8,630 | $76,000-88.6% | $154,107-94.4% | $64,186-86.6% |
| Participation rate | 31.3% | 70.4%-39.2pp | 83.0%-51.8pp | 69.6%-38.3pp |
| Annual return | -8.57% | 30.32%-38.9pp | 735.12%-743.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $419 | $3,351-87.5% | $5,298-92.1% | $2,381-82.4% |
| Participant deferral / active EE | $593 | $3,175-81.3% | $5,081-88.3% | $3,470-82.9% |
| Admin fee / account holder | $487 | $5,596-91.3% | $13,411-96.4% | $4,888-90.0% |