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 | $6,826 | $100,852-93.2% | $90,404-92.4% | $158,922-95.7% |
| Participation rate | 64.3% | 75.0%-10.7pp | 72.7%-8.4pp | 82.0%-17.7pp |
| Annual return | 11.04% | 1724.20%-1713.2pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $417 | $3,689-88.7% | $3,262-87.2% | $4,761-91.2% |
| Participant deferral / active EE | $1,149 | $4,348-73.6% | $3,963-71.0% | $5,982-80.8% |
| Admin fee / account holder | $1,231 | $6,501-81.1% | $5,611-78.1% | $11,246-89.1% |