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 | $18,660 | $154,117-87.9% | $129,995-85.6% | $139,434-86.6% |
| Participation rate | 68.4% | 82.0%-13.5pp | 78.5%-10.1pp | 80.3%-11.9pp |
| Annual return | 25.71% | 32.48%-6.8pp | -137.18%+162.9pp | 372.94%-347.2pp |
| Employer contribution / active EE | $2,809 | $5,289-46.9% | $4,320-35.0% | $4,751-40.9% |
| Participant deferral / active EE | $4,152 | $6,710-38.1% | $5,820-28.7% | $6,710-38.1% |
| Admin fee / account holder | $1,229 | $14,007-91.2% | $10,614-88.4% | $11,403-89.2% |