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 6-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 | $28,792 | $76,050-62.1% | $96,544-70.2% | $71,457-59.7% |
| Participation rate | 36.8% | 74.4%-37.6pp | 76.0%-39.2pp | 67.9%-31.1pp |
| Annual return | 50.33% | 22.81%+27.5pp | 25.84%+24.5pp | 28.85%+21.5pp |
| Employer contribution / active EE | $1,003 | $2,244-55.3% | $2,965-66.2% | $2,588-61.2% |
| Participant deferral / active EE | $2,197 | $4,215-47.9% | $4,851-54.7% | $4,289-48.8% |
| Admin fee / account holder | $2,812 | $2,707+3.9% | $8,252-65.9% | $1,587+77.2% |