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 | $8,176 | $90,503-91.0% | $78,689-89.6% | $273,961-97.0% |
| Participation rate | 47.8% | 76.5%-28.7pp | 73.6%-25.7pp | 83.0%-35.2pp |
| Annual return | 3.92% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,302 | $3,176-59.0% | $2,851-54.3% | $4,869-73.3% |
| Participant deferral / active EE | $2,055 | $3,901-47.3% | $3,517-41.6% | $5,287-61.1% |
| Admin fee / account holder | $1,006 | $5,263-80.9% | $4,510-77.7% | $10,132-90.1% |