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 | $7,569 | $76,552-90.1% | $123,892-93.9% | $62,891-88.0% |
| Participation rate | 55.2% | 73.0%-17.8pp | 81.4%-26.2pp | 69.3%-14.1pp |
| Annual return | 27.39% | 18.68%+8.7pp | 47.52%-20.1pp | 20.14%+7.2pp |
| Employer contribution / active EE | $1,608 | $2,883-44.2% | $4,617-65.2% | $2,281-29.5% |
| Participant deferral / active EE | $2,319 | $4,840-52.1% | $5,984-61.2% | $3,203-27.6% |
| Admin fee / account holder | $821 | $4,826-83.0% | $8,357-90.2% | $4,296-80.9% |