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 3-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 | $9,178 | $74,927-87.8% | $101,794-91.0% | $84,808-89.2% |
| Participation rate | 66.2% | 61.4%+4.8pp | 69.2%-3.0pp | 68.3%-2.1pp |
| Annual return | 22.35% | 18.70%+3.6pp | 30.53%-8.2pp | 40.90%-18.6pp |
| Employer contribution / active EE | $25 | $1,522-98.3% | $2,289-98.9% | $2,631-99.0% |
| Participant deferral / active EE | $2,738 | $3,099-11.7% | $4,084-33.0% | $4,212-35.0% |
| Admin fee / account holder | $821 | $6,514-87.4% | $8,777-90.6% | $7,344-88.8% |