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.
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 | $2,486 | $106,584-97.7% | $101,326-97.5% | $142,382-98.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 14.79% | 36.93%-22.1pp | 36.82%-22.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $50 | $3,956-98.7% | $3,665-98.6% | $4,299-98.8% |
| Participant deferral / active EE | $5,737 | $8,297-30.9% | $7,994-28.2% | $6,507-11.8% |
| Admin fee / account holder | $8,536 | $11,446-25.4% | $11,185-23.7% | $12,624-32.4% |