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 | $18,904 | $105,181-82.0% | $159,436-88.1% | $85,850-78.0% |
| Participation rate | 43.3% | 75.8%-32.4pp | 82.8%-39.5pp | 69.3%-26.0pp |
| Annual return | 58.56% | 45.07%+13.5pp | 263.57%-205.0pp | 318.53%-260.0pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,482 | $5,945-7.8% | $7,352-25.4% | $3,952+38.7% |
| Admin fee / account holder | $1,334 | $6,933-80.8% | $10,799-87.6% | $6,260-78.7% |