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 | $20,272 | $69,763-70.9% | $67,502-70.0% | $74,495-72.8% |
| Participation rate | 57.7% | 71.4%-13.6pp | 72.9%-15.2pp | 67.2%-9.5pp |
| Annual return | 12.54% | -40.34%+52.9pp | 3512.12%-3499.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,051 | $2,704-61.1% | $2,731-61.5% | $2,623-59.9% |
| Participant deferral / active EE | $1,545 | $3,636-57.5% | $4,000-61.4% | $4,346-64.5% |
| Admin fee / account holder | $1,371 | $896+53.1% | $3,998-65.7% | $1,942-29.4% |