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.)
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 | $3,624 | $179,726-98.0% | $156,263-97.7% | $142,382-97.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 24.25% | 77.86%-53.6pp | 59.47%-35.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,152 | $5,069-77.3% | $4,333-73.4% | $4,299-73.2% |
| Participant deferral / active EE | $1,728 | $6,956-75.2% | $6,158-71.9% | $6,507-73.4% |
| Admin fee / account holder | $727 | $17,272-95.8% | $14,255-94.9% | $12,624-94.2% |