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 | $9,540 | $68,494-86.1% | $9,5400% | $68,494-86.1% |
| Participation rate | 43.3% | 67.9%-24.6pp | 43.3%0pp | 67.9%-24.6pp |
| Annual return | -26.88% | -7.84%-19.0pp | -26.88%0pp | -7.84%-19.0pp |
| Employer contribution / active EE | $1,145 | $2,596-55.9% | $1,1450% | $2,596-55.9% |
| Participant deferral / active EE | $1,291 | $4,027-67.9% | $1,2910% | $4,027-67.9% |
| Admin fee / account holder | $1,607 | $5,403-70.3% | $1,6070% | $5,403-70.3% |