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 5-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 | $3,901 | $96,635-96.0% | $86,612-95.5% | $139,434-97.2% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 16.46% | 106.41%-90.0pp | 591.07%-574.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,290 | $3,263+0.8% | $3,022+8.9% | $4,751-30.7% |
| Participant deferral / active EE | $4,495 | $4,836-7.1% | $4,438+1.3% | $6,710-33.0% |
| Admin fee / account holder | $2,054 | $6,408-67.9% | $5,614-63.4% | $11,403-82.0% |