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 5-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 | $30,863 | $125,758-75.5% | $169,993-81.8% | $75,163-58.9% |
| Participation rate | 53.2% | 83.6%-30.4pp | 87.0%-33.8pp | 67.2%-14.0pp |
| Annual return | 25.83% | 27.20%-1.4pp | 53.37%-27.5pp | 160.62%-134.8pp |
| Employer contribution / active EE | $1,579 | $4,615-65.8% | $6,785-76.7% | $2,670-40.9% |
| Participant deferral / active EE | $4,042 | $6,837-40.9% | $10,408-61.2% | $4,125-2.0% |
| Admin fee / account holder | $3,894 | $8,173-52.4% | $12,815-69.6% | $5,651-31.1% |