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.)
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 | $503 | $114,381-99.6% | $107,525-99.5% | $142,382-99.6% |
| Participation rate | 36.8% | 78.1%-41.3pp | 75.1%-38.2pp | 80.1%-43.3pp |
| Annual return | 10.10% | 242.71%-232.6pp | 181.32%-171.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $255 | $5,564-95.4% | $5,116-95.0% | $6,507-96.1% |
| Admin fee / account holder | $691 | $9,860-93.0% | $8,919-92.3% | $12,624-94.5% |