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 | $8,877 | $57,354-84.5% | $83,848-89.4% | $64,186-86.2% |
| Participation rate | 67.6% | 68.6%-1.0pp | 76.1%-8.6pp | 69.6%-2.0pp |
| Annual return | -8.59% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,124 | $2,545-55.9% | $3,631-69.1% | $2,381-52.8% |
| Participant deferral / active EE | $1,675 | $2,993-44.0% | $4,082-59.0% | $3,470-51.7% |
| Admin fee / account holder | $825 | $4,046-79.6% | $5,478-84.9% | $4,888-83.1% |