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.
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 | $7,122 | $44,960-84.2% | $84,966-91.6% | $74,495-90.4% |
| Participation rate | 1.9% | 49.4%-47.5pp | 67.5%-65.6pp | 67.2%-65.3pp |
| Annual return | 5.42% | 26.24%-20.8pp | 66.38%-61.0pp | 1364.94%-1359.5pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $16 | $2,731-99.4% | $4,519-99.7% | $4,346-99.6% |
| Admin fee / account holder | $375 | $2,209-83.0% | $6,149-93.9% | $1,942-80.7% |