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 | $11,868 | $45,031-73.6% | $84,966-86.0% | $77,643-84.7% |
| Participation rate | 21.1% | 48.7%-27.6pp | 67.5%-46.4pp | 70.6%-49.5pp |
| Annual return | 17.24% | 79.22%-62.0pp | 66.38%-49.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,691 | $2,807-39.8% | $4,519-62.6% | $4,647-63.6% |
| Admin fee / account holder | $1,279 | $912+40.3% | $6,149-79.2% | $430+197.2% |