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 8-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 | $21,618 | $80,968-73.3% | $96,544-77.6% | $75,163-71.2% |
| Participation rate | 53.6% | 71.8%-18.2pp | 76.0%-22.4pp | 67.2%-13.6pp |
| Annual return | 42.32% | 27.06%+15.3pp | 25.84%+16.5pp | 160.62%-118.3pp |
| Employer contribution / active EE | $1,514 | $2,282-33.7% | $2,965-48.9% | $2,670-43.3% |
| Participant deferral / active EE | $2,964 | $3,928-24.5% | $4,851-38.9% | $4,125-28.1% |
| Admin fee / account holder | $8,219 | $6,724+22.2% | $8,252-0.4% | $5,651+45.4% |