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 | $13,642 | $58,512-76.7% | $84,015-83.8% | $72,985-81.3% |
| Participation rate | 29.6% | 61.2%-31.6pp | 69.0%-39.4pp | 69.5%-39.9pp |
| Annual return | 28.80% | 28.93%-0.1pp | 71.31%-42.5pp | 81.00%-52.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,850 | $2,394-22.7% | $3,239-42.9% | $3,607-48.7% |
| Admin fee / account holder | $3,147 | $4,569-31.1% | $6,101-48.4% | $5,124-38.6% |