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 8-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 | $3,198 | $104,907-97.0% | $84,611-96.2% | $152,861-97.9% |
| Participation rate | 37.5% | 74.8%-37.3pp | 68.2%-30.7pp | 82.4%-44.9pp |
| Annual return | 20.40% | 373.79%-353.4pp | 258.74%-238.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $432 | $3,302-86.9% | $2,652-83.7% | $4,762-90.9% |
| Participant deferral / active EE | $935 | $4,688-80.1% | $3,899-76.0% | $5,850-84.0% |
| Admin fee / account holder | $898 | $6,241-85.6% | $4,912-81.7% | $11,596-92.3% |