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 | $9,978 | $118,919-91.6% | $88,538-88.7% | $152,861-93.5% |
| Participation rate | 50.0% | 73.4%-23.4pp | 68.7%-18.7pp | 82.4%-32.4pp |
| Annual return | 15.20% | 47.92%-32.7pp | 43.64%-28.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $394 | $2,669-85.3% | $2,098-81.2% | $4,762-91.7% |
| Participant deferral / active EE | $848 | $3,549-76.1% | $2,914-70.9% | $5,850-85.5% |
| Admin fee / account holder | $1,892 | $5,876-67.8% | $4,310-56.1% | $11,596-83.7% |