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 | $28,093 | $78,422-64.2% | $95,952-70.7% | $79,858-64.8% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.8pp |
| Annual return | 12.03% | 19.37%-7.3pp | 91.61%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,641 | $1,945-15.6% | $2,541-35.4% | $2,471-33.6% |
| Participant deferral / active EE | $2,096 | $3,440-39.1% | $4,167-49.7% | $3,740-43.9% |
| Admin fee / account holder | $2,003 | $5,622-64.4% | $6,795-70.5% | $5,306-62.3% |