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 5-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 | $11,367 | $61,272-81.4% | $149,673-92.4% | $71,457-84.1% |
| Participation rate | 30.5% | 62.5%-32.0pp | 78.8%-48.2pp | 67.9%-37.4pp |
| Annual return | 13.73% | 35.85%-22.1pp | 134.42%-120.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $279 | $2,378-88.3% | $4,818-94.2% | $2,588-89.2% |
| Participant deferral / active EE | $1,044 | $2,917-64.2% | $5,680-81.6% | $4,289-75.7% |
| Admin fee / account holder | $1,542 | $1,261+22.2% | $13,210-88.3% | $1,587-2.9% |