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 8-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 | $19,749 | $54,573-63.8% | $90,951-78.3% | $73,488-73.1% |
| Participation rate | 55.0% | 61.2%-6.2pp | 69.0%-14.1pp | 70.7%-15.7pp |
| Annual return | 24.17% | 16.69%+7.5pp | 134.60%-110.4pp | 28.51%-4.3pp |
| Employer contribution / active EE | $1,127 | $991+13.7% | $2,122-46.9% | $2,270-50.3% |
| Participant deferral / active EE | $1,986 | $2,517-21.1% | $3,373-41.1% | $3,740-46.9% |
| Admin fee / account holder | $1,606 | $521+208.0% | $5,959-73.0% | $513+213.0% |