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 | $6,600 | $121,625-94.6% | $104,607-93.7% | $158,922-95.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 3.44% | 465.26%-461.8pp | 340.46%-337.0pp | 302.83%-299.4pp |
| Employer contribution / active EE | $326 | $3,163-89.7% | $2,681-87.8% | $4,761-93.2% |
| Participant deferral / active EE | $1,662 | $4,177-60.2% | $3,740-55.5% | $5,982-72.2% |
| Admin fee / account holder | $19,214 | $7,787+146.8% | $6,473+196.8% | $11,246+70.9% |