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 | $20,376 | $58,512-65.2% | $84,015-75.7% | $72,985-72.1% |
| Participation rate | 45.8% | 61.2%-15.5pp | 69.0%-23.2pp | 69.5%-23.7pp |
| Annual return | 17.02% | 28.93%-11.9pp | 71.31%-54.3pp | 81.00%-64.0pp |
| Employer contribution / active EE | $502 | $1,163-56.8% | $1,983-74.7% | $2,440-79.4% |
| Participant deferral / active EE | $1,276 | $2,394-46.7% | $3,239-60.6% | $3,607-64.6% |
| Admin fee / account holder | $732 | $4,569-84.0% | $6,101-88.0% | $5,124-85.7% |