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 | $8,370 | $86,929-90.4% | $102,423-91.8% | $80,856-89.6% |
| Participation rate | 22.5% | 72.4%-49.9pp | 76.5%-54.0pp | 67.6%-45.1pp |
| Annual return | -3.99% | 18.88%-22.9pp | 29.32%-33.3pp | 35.59%-39.6pp |
| Employer contribution / active EE | $544 | $2,369-77.1% | $3,023-82.0% | $2,755-80.3% |
| Participant deferral / active EE | $3,168 | $4,118-23.1% | $5,053-37.3% | $4,296-26.3% |
| Admin fee / account holder | $67,572 | $8,049+739.5% | $9,451+615.0% | $6,918+876.8% |