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 4-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.)
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 | $5,517 | $44,960-87.7% | $84,966-93.5% | $74,495-92.6% |
| Participation rate | 18.2% | 49.4%-31.2pp | 67.5%-49.3pp | 67.2%-49.0pp |
| Annual return | 60.90% | 26.24%+34.7pp | 66.38%-5.5pp | 1364.94%-1304.0pp |
| Employer contribution / active EE | $287 | $1,457-80.3% | $2,727-89.5% | $2,623-89.0% |
| Participant deferral / active EE | $583 | $2,731-78.7% | $4,519-87.1% | $4,346-86.6% |
| Admin fee / account holder | $1,317 | $2,209-40.4% | $6,149-78.6% | $1,942-32.2% |