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 9-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 | $21,294 | $86,286-75.3% | $111,297-80.9% | $85,850-75.2% |
| Participation rate | 56.0% | 73.3%-17.3pp | 77.3%-21.3pp | 69.3%-13.3pp |
| Annual return | 20.82% | 19.99%+0.8pp | 54.65%-33.8pp | 318.53%-297.7pp |
| Employer contribution / active EE | $1,398 | $2,043-31.6% | $2,731-48.8% | $2,565-45.5% |
| Participant deferral / active EE | $2,607 | $3,641-28.4% | $4,487-41.9% | $3,952-34.0% |
| Admin fee / account holder | $1,985 | $8,188-75.8% | $7,964-75.1% | $6,260-68.3% |