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 | $29,872 | $91,552-67.4% | $133,956-77.7% | $79,858-62.6% |
| Participation rate | 48.6% | 73.3%-24.7pp | 79.8%-31.2pp | 69.6%-21.0pp |
| Annual return | 17.47% | 61.85%-44.4pp | 45.09%-27.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $724 | $2,384-69.6% | $3,919-81.5% | $2,471-70.7% |
| Participant deferral / active EE | $2,347 | $3,733-37.1% | $5,048-53.5% | $3,740-37.2% |
| Admin fee / account holder | $674 | $6,321-89.3% | $8,927-92.4% | $5,306-87.3% |