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 | $6,147 | $73,867-91.7% | $143,757-95.7% | $68,494-91.0% |
| Participation rate | 44.0% | 66.7%-22.7pp | 80.3%-36.3pp | 67.9%-23.9pp |
| Annual return | -17.26% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $677 | $3,184-78.7% | $4,951-86.3% | $2,596-73.9% |
| Participant deferral / active EE | $1,229 | $3,384-63.7% | $5,637-78.2% | $4,027-69.5% |
| Admin fee / account holder | $1,293 | $5,755-77.5% | $14,673-91.2% | $5,403-76.1% |