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 7-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 | $12,653 | $61,156-79.3% | $185,823-93.2% | $79,386-84.1% |
| Participation rate | 27.5% | 66.6%-39.2pp | 81.7%-54.2pp | 70.7%-43.3pp |
| Annual return | 13.67% | 19.45%-5.8pp | 122.05%-108.4pp | 116.85%-103.2pp |
| Employer contribution / active EE | $688 | $2,321-70.3% | $5,167-86.7% | $2,427-71.7% |
| Participant deferral / active EE | $1,232 | $2,789-55.8% | $5,568-77.9% | $4,046-69.5% |
| Admin fee / account holder | $1,063 | $710+49.8% | $16,237-93.5% | $626+69.6% |