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 10-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 | $19,739 | $71,883-72.5% | $86,677-77.2% | $68,494-71.2% |
| Participation rate | 69.7% | 72.2%-2.6pp | 76.6%-6.9pp | 67.9%+1.8pp |
| Annual return | -16.67% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $727 | $2,173-66.5% | $2,836-74.4% | $2,596-72.0% |
| Participant deferral / active EE | $2,438 | $3,779-35.5% | $4,656-47.6% | $4,027-39.5% |
| Admin fee / account holder | $1,506 | $6,112-75.4% | $7,493-79.9% | $5,403-72.1% |