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.
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 | $15,929 | $202,318-92.1% | $172,739-90.8% | $152,861-89.6% |
| Participation rate | 52.6% | 87.1%-34.4pp | 82.6%-30.0pp | 82.4%-29.8pp |
| Annual return | 28.29% | 1029.65%-1001.4pp | 802.84%-774.5pp | 345.32%-317.0pp |
| Employer contribution / active EE | $1,130 | $5,856-80.7% | $5,143-78.0% | $4,762-76.3% |
| Participant deferral / active EE | $2,175 | $5,948-63.4% | $5,198-58.1% | $5,850-62.8% |
| Admin fee / account holder | $766 | $17,109-95.5% | $13,954-94.5% | $11,596-93.4% |