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 | $17,332 | $152,587-88.6% | $125,175-86.2% | $152,861-88.7% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 31.33% | 54.84%-23.5pp | 43.79%-12.5pp | 345.32%-314.0pp |
| Employer contribution / active EE | $1,584 | $4,946-68.0% | $3,865-59.0% | $4,762-66.7% |
| Participant deferral / active EE | $5,151 | $5,868-12.2% | $4,937+4.3% | $5,850-11.9% |
| Admin fee / account holder | $4,330 | $13,434-67.8% | $9,702-55.4% | $11,596-62.7% |