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.
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 | $11,579 | $84,233-86.3% | $170,442-93.2% | $70,131-83.5% |
| Participation rate | 37.5% | 70.8%-33.3pp | 83.6%-46.1pp | 69.5%-32.0pp |
| Annual return | 19.84% | 23.06%-3.2pp | 205.93%-186.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $538 | $3,387-84.1% | $5,433-90.1% | $2,342-77.0% |
| Participant deferral / active EE | $899 | $3,086-70.9% | $4,939-81.8% | $3,332-73.0% |
| Admin fee / account holder | $1,304 | $5,698-77.1% | $13,880-90.6% | $4,645-71.9% |