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 | $17,990 | $85,766-79.0% | $136,294-86.8% | $70,131-74.3% |
| Participation rate | 58.7% | 74.2%-15.4pp | 81.9%-23.2pp | 69.5%-10.8pp |
| Annual return | 23.55% | 31.45%-7.9pp | 5155.94%-5132.4pp | 73.14%-49.6pp |
| Employer contribution / active EE | $1,196 | $2,966-59.7% | $4,695-74.5% | $2,342-48.9% |
| Participant deferral / active EE | $2,356 | $5,051-53.4% | $6,247-62.3% | $3,332-29.3% |
| Admin fee / account holder | $1,407 | $5,420-74.1% | $9,243-84.8% | $4,645-69.7% |