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 | $17,584 | $98,240-82.1% | $82,313-78.6% | $147,584-88.1% |
| Participation rate | 69.2% | 79.7%-10.5pp | 76.9%-7.7pp | 82.8%-13.6pp |
| Annual return | 15.19% | 30.85%-15.7pp | 25.88%-10.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,054 | $4,383-7.5% | $3,706+9.4% | $5,439-25.5% |
| Admin fee / account holder | $2,341 | $8,563-72.7% | $5,608-58.3% | $10,885-78.5% |