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 | $10,153 | $96,557-89.5% | $80,975-87.5% | $273,961-96.3% |
| Participation rate | 53.3% | 79.1%-25.8pp | 75.8%-22.5pp | 83.0%-29.7pp |
| Annual return | 14.45% | 15.14%-0.7pp | 17.10%-2.7pp | 41.45%-27.0pp |
| Employer contribution / active EE | $500 | $4,868-89.7% | $3,714-86.5% | $4,869-89.7% |
| Participant deferral / active EE | $2,273 | $6,598-65.5% | $5,696-60.1% | $5,287-57.0% |
| Admin fee / account holder | $515 | $7,492-93.1% | $5,516-90.7% | $10,132-94.9% |