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.
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 | $15,405 | $80,968-81.0% | $96,544-84.0% | $75,163-79.5% |
| Participation rate | 31.6% | 71.8%-40.2pp | 76.0%-44.4pp | 67.2%-35.6pp |
| Annual return | 33.99% | 27.06%+6.9pp | 25.84%+8.2pp | 160.62%-126.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,720 | $3,928-30.8% | $4,851-43.9% | $4,125-34.1% |
| Admin fee / account holder | $5,137 | $6,724-23.6% | $8,252-37.7% | $5,651-9.1% |