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 4-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 | $5,087 | $57,016-91.1% | $84,966-94.0% | $80,856-93.7% |
| Participation rate | 64.0% | 56.3%+7.7pp | 67.5%-3.5pp | 67.6%-3.6pp |
| Annual return | 16.10% | 21.66%-5.6pp | 66.38%-50.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $986 | $1,798-45.2% | $2,727-63.9% | $2,755-64.2% |
| Participant deferral / active EE | $1,368 | $3,110-56.0% | $4,519-69.7% | $4,296-68.1% |
| Admin fee / account holder | $312 | $4,980-93.7% | $6,149-94.9% | $6,918-95.5% |