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 3-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 | $6,541 | $81,248-91.9% | $155,509-95.8% | $80,856-91.9% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 43.85% | 33.31%+10.5pp | 64.67%-20.8pp | 35.59%+8.3pp |
| Employer contribution / active EE | $593 | $3,100-80.9% | $4,672-87.3% | $2,755-78.5% |
| Participant deferral / active EE | $1,542 | $3,452-55.3% | $5,626-72.6% | $4,296-64.1% |
| Admin fee / account holder | $14,686 | $7,997+83.6% | $15,912-7.7% | $6,918+112.3% |