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 | $21,496 | $217,402-90.1% | $185,823-88.4% | $167,490-87.2% |
| Participation rate | 68.4% | 86.0%-17.6pp | 81.7%-13.3pp | 82.1%-13.7pp |
| Annual return | 13.24% | 148.36%-135.1pp | 122.05%-108.8pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,288 | $5,873-78.1% | $5,167-75.1% | $4,837-73.4% |
| Participant deferral / active EE | $2,369 | $6,356-62.7% | $5,568-57.4% | $6,341-62.6% |
| Admin fee / account holder | $6,899 | $19,811-65.2% | $16,237-57.5% | $12,309-44.0% |