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 | $14,414 | $211,958-93.2% | $169,463-91.5% | $135,375-89.4% |
| Participation rate | 36.8% | 82.6%-45.8pp | 77.8%-40.9pp | 82.6%-45.8pp |
| Annual return | -3.57% | 3.26%-6.8pp | 1.83%-5.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $458 | $5,120-91.0% | $4,159-89.0% | $4,779-90.4% |
| Participant deferral / active EE | $1,080 | $6,075-82.2% | $5,277-79.5% | $5,609-80.7% |
| Admin fee / account holder | $3,283 | $11,471-71.4% | $9,109-64.0% | $10,827-69.7% |