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 7-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 | $848 | $124,281-99.3% | $109,143-99.2% | $167,490-99.5% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 6.23% | 26.04%-19.8pp | 25.75%-19.5pp | 478.56%-472.3pp |
| Employer contribution / active EE | $818 | $4,207-80.6% | $3,722-78.0% | $4,837-83.1% |
| Participant deferral / active EE | $1,267 | $5,255-75.9% | $4,653-72.8% | $6,341-80.0% |
| Admin fee / account holder | $2,935 | $7,970-63.2% | $6,752-56.5% | $12,309-76.2% |