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 10-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.)
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 | $11,338 | $55,415-79.5% | $155,509-92.7% | $74,495-84.8% |
| Participation rate | 27.1% | 61.9%-34.8pp | 78.2%-51.1pp | 67.2%-40.1pp |
| Annual return | 10.21% | 268.50%-258.3pp | 64.67%-54.5pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,042 | $2,836-63.3% | $5,626-81.5% | $4,346-76.0% |
| Admin fee / account holder | $1,584 | $1,738-8.9% | $15,912-90.0% | $1,942-18.4% |