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.
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 | $15,292 | $65,041-76.5% | $90,951-83.2% | $79,858-80.9% |
| Participation rate | 57.7% | 61.6%-3.9pp | 69.0%-11.3pp | 69.6%-11.9pp |
| Annual return | 10.87% | 30.45%-19.6pp | 134.60%-123.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $592 | $1,247-52.5% | $2,122-72.1% | $2,471-76.0% |
| Participant deferral / active EE | $470 | $2,512-81.3% | $3,373-86.1% | $3,740-87.4% |
| Admin fee / account holder | $709 | $4,536-84.4% | $5,959-88.1% | $5,306-86.6% |