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 | $6,833 | $215,361-96.8% | $171,082-96.0% | $273,961-97.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 4.87% | 25.14%-20.3pp | 32.56%-27.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $782 | $4,967-84.3% | $4,002-80.5% | $4,869-83.9% |
| Participant deferral / active EE | $1,032 | $5,543-81.4% | $4,797-78.5% | $5,287-80.5% |
| Admin fee / account holder | $2,547 | $10,846-76.5% | $8,520-70.1% | $10,132-74.9% |