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 8-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 | $8,205 | $103,376-92.1% | $87,100-90.6% | $152,861-94.6% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.9%-15.0pp | 82.4%-20.5pp |
| Annual return | 24.68% | 28.10%-3.4pp | 28.19%-3.5pp | 345.32%-320.6pp |
| Employer contribution / active EE | $686 | $3,220-78.7% | $2,521-72.8% | $4,762-85.6% |
| Participant deferral / active EE | $2,083 | $4,778-56.4% | $4,049-48.6% | $5,850-64.4% |
| Admin fee / account holder | $1,446 | $12,205-88.2% | $7,497-80.7% | $11,596-87.5% |