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 | $15,095 | $91,538-83.5% | $129,995-88.4% | $75,163-79.9% |
| Participation rate | 61.1% | 71.4%-10.3pp | 78.5%-17.4pp | 67.2%-6.1pp |
| Annual return | 41.42% | -631.11%+672.5pp | -137.18%+178.6pp | 160.62%-119.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,008 | $4,341-53.7% | $5,820-65.5% | $4,125-51.3% |
| Admin fee / account holder | $500 | $6,790-92.6% | $10,614-95.3% | $5,651-91.2% |