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 | $12,205 | $112,881-89.2% | $90,951-86.6% | $158,922-92.3% |
| Participation rate | 68.8% | 74.7%-6.0pp | 69.0%-0.3pp | 82.0%-13.2pp |
| Annual return | 17.48% | 215.79%-198.3pp | 134.60%-117.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $976 | $2,893-66.3% | $2,122-54.0% | $4,761-79.5% |
| Participant deferral / active EE | $1,851 | $4,128-55.2% | $3,373-45.1% | $5,982-69.1% |
| Admin fee / account holder | $787 | $8,041-90.2% | $5,959-86.8% | $11,246-93.0% |