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 6-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 | $3,994 | $109,817-96.4% | $98,442-95.9% | $167,490-97.6% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 324.47% | 1956.69%-1632.2pp | 1492.73%-1168.3pp | 478.56%-154.1pp |
| Employer contribution / active EE | $789 | $3,224-75.5% | $2,960-73.3% | $4,837-83.7% |
| Participant deferral / active EE | $1,705 | $4,673-63.5% | $4,276-60.1% | $6,341-73.1% |
| Admin fee / account holder | $531 | $6,753-92.1% | $5,949-91.1% | $12,309-95.7% |