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 3-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 | $12,844 | $109,413-88.3% | $156,263-91.8% | $84,808-84.9% |
| Participation rate | 57.1% | 72.7%-15.5pp | 78.9%-21.8pp | 68.3%-11.2pp |
| Annual return | 18.62% | 20.18%-1.6pp | 59.47%-40.8pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,011 | $2,907-65.2% | $4,333-76.7% | $2,631-61.6% |
| Participant deferral / active EE | $2,068 | $4,590-54.9% | $6,158-66.4% | $4,212-50.9% |
| Admin fee / account holder | $546 | $9,357-94.2% | $14,255-96.2% | $7,344-92.6% |