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 | $10,416 | $94,752-89.0% | $112,887-90.8% | $139,434-92.5% |
| Participation rate | 66.7% | 81.3%-14.6pp | 80.5%-13.8pp | 80.3%-13.7pp |
| Annual return | 8.13% | 40.88%-32.8pp | 34.10%-26.0pp | 372.94%-364.8pp |
| Employer contribution / active EE | $1,298 | $4,625-71.9% | $4,563-71.5% | $4,751-72.7% |
| Participant deferral / active EE | $1,308 | $6,512-79.9% | $6,513-79.9% | $6,710-80.5% |
| Admin fee / account holder | $685 | $8,527-92.0% | $7,047-90.3% | $11,403-94.0% |