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 | $18,092 | $89,753-79.8% | $107,525-83.2% | $84,808-78.7% |
| Participation rate | 53.3% | 68.1%-14.7pp | 75.1%-21.7pp | 68.3%-15.0pp |
| Annual return | 19.87% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,270 | $3,113-59.2% | $3,754-66.2% | $2,631-51.7% |
| Participant deferral / active EE | $3,143 | $4,056-22.5% | $5,116-38.6% | $4,212-25.4% |
| Admin fee / account holder | $1,421 | $7,222-80.3% | $8,919-84.1% | $7,344-80.6% |