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 | $32,455 | $95,803-66.1% | $113,168-71.3% | $84,808-61.7% |
| Participation rate | 55.4% | 72.9%-17.4pp | 76.6%-21.1pp | 68.3%-12.9pp |
| Annual return | 17.75% | 25.00%-7.3pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,423 | $2,360-39.7% | $2,975-52.2% | $2,631-45.9% |
| Participant deferral / active EE | $2,328 | $4,242-45.1% | $5,107-54.4% | $4,212-44.7% |
| Admin fee / account holder | $11,091 | $8,989+23.4% | $12,068-8.1% | $7,344+51.0% |