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.)
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 | $2,672 | $52,279-94.9% | $89,391-97.0% | $79,858-96.7% |
| Participation rate | 46.5% | 57.5%-11.0pp | 68.0%-21.5pp | 69.6%-23.1pp |
| Annual return | 19.63% | 22.16%-2.5pp | 245.62%-226.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $981 | $2,740-64.2% | $3,890-74.8% | $3,740-73.8% |
| Admin fee / account holder | $677 | $3,356-79.8% | $4,881-86.1% | $5,306-87.2% |