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 5-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 | $15,634 | $81,460-80.8% | $103,333-84.9% | $80,856-80.7% |
| Participation rate | 50.0% | 66.8%-16.8pp | 74.5%-24.5pp | 67.6%-17.6pp |
| Annual return | 13.83% | 25.55%-11.7pp | 24.88%-11.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $1,246 | $3,105-59.9% | $3,868-67.8% | $2,755-54.8% |
| Participant deferral / active EE | $3,051 | $3,869-21.1% | $5,057-39.7% | $4,296-29.0% |
| Admin fee / account holder | $2,698 | $6,566-58.9% | $8,355-67.7% | $6,918-61.0% |