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 6-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 | $20,822 | $167,484-87.6% | $151,611-86.3% | $134,475-84.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -15.28% | 7.80%-23.1pp | 3.33%-18.6pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,885 | $6,829-57.8% | $6,166-53.2% | $4,740-39.1% |
| Participant deferral / active EE | $4,294 | $8,986-52.2% | $8,363-48.7% | $6,400-32.9% |
| Admin fee / account holder | $22,416 | $13,783+62.6% | $11,616+93.0% | $11,426+96.2% |