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 | $18,546 | $185,822-90.0% | $169,993-89.1% | $139,434-86.7% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 21.10% | 60.50%-39.4pp | 53.37%-32.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,374 | $7,590-55.6% | $6,785-50.3% | $4,751-29.0% |
| Participant deferral / active EE | $4,143 | $11,622-64.4% | $10,408-60.2% | $6,710-38.3% |
| Admin fee / account holder | $8,349 | $15,381-45.7% | $12,815-34.9% | $11,403-26.8% |