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 | $28,188 | $198,466-85.8% | $170,442-83.5% | $147,584-80.9% |
| Participation rate | 46.2% | 88.0%-41.8pp | 83.6%-37.4pp | 82.8%-36.7pp |
| Annual return | 26.11% | 257.29%-231.2pp | 205.93%-179.8pp | 578.55%-552.4pp |
| Employer contribution / active EE | $4,257 | $6,184-31.2% | $5,433-21.6% | $4,876-12.7% |
| Participant deferral / active EE | $3,638 | $5,629-35.4% | $4,939-26.3% | $5,439-33.1% |
| Admin fee / account holder | $364 | $16,852-97.8% | $13,880-97.4% | $10,885-96.7% |