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 4-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 | $12,399 | $126,574-90.2% | $106,213-88.3% | $145,922-91.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 15.30% | 224.79%-209.5pp | 116.14%-100.8pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,319 | $3,730-64.6% | $3,171-58.4% | $4,660-71.7% |
| Participant deferral / active EE | $2,617 | $5,724-54.3% | $5,016-47.8% | $6,688-60.9% |
| Admin fee / account holder | $5,067 | $17,304-70.7% | $11,033-54.1% | $13,397-62.2% |