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 9-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 | $19,127 | $109,359-82.5% | $162,163-88.2% | $72,985-73.8% |
| Participation rate | 40.5% | 84.3%-43.8pp | 87.6%-47.1pp | 69.5%-29.0pp |
| Annual return | 18.45% | 25.46%-7.0pp | 115.59%-97.1pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,635 | $5,481-15.4% | $7,298-36.5% | $3,607+28.5% |
| Admin fee / account holder | $6,015 | $7,972-24.5% | $10,843-44.5% | $5,124+17.4% |