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 7-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 | $10,149 | $60,124-83.1% | $90,404-88.8% | $79,858-87.3% |
| Participation rate | 27.8% | 65.0%-37.1pp | 72.7%-44.8pp | 69.6%-41.8pp |
| Annual return | 107.41% | 71.94%+35.5pp | 1293.02%-1185.6pp | 31.71%+75.7pp |
| Employer contribution / active EE | $1,069 | $2,068-48.3% | $3,262-67.2% | $2,471-56.7% |
| Participant deferral / active EE | $1,126 | $2,938-61.7% | $3,963-71.6% | $3,740-69.9% |
| Admin fee / account holder | $763 | $3,976-80.8% | $5,611-86.4% | $5,306-85.6% |