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.
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.)
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 | $38,781 | $138,347-72.0% | $184,203-78.9% | $80,856-52.0% |
| Participation rate | 45.6% | 83.9%-38.3pp | 86.8%-41.2pp | 67.6%-22.0pp |
| Annual return | 16.98% | 20.02%-3.0pp | 28.81%-11.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,587 | $4,850-67.3% | $6,427-75.3% | $2,755-42.4% |
| Participant deferral / active EE | $2,487 | $7,071-64.8% | $9,131-72.8% | $4,296-42.1% |
| Admin fee / account holder | $915 | $10,483-91.3% | $13,901-93.4% | $6,918-86.8% |