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 9-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 | $17,043 | $77,813-78.1% | $123,544-86.2% | $64,186-73.4% |
| Participation rate | 38.6% | 74.7%-36.1pp | 82.3%-43.7pp | 69.6%-30.9pp |
| Annual return | 10.83% | 12.48%-1.7pp | 119.20%-108.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,097 | $5,240-21.8% | $6,426-36.2% | $3,470+18.1% |
| Admin fee / account holder | $1,041 | $5,519-81.1% | $9,284-88.8% | $4,888-78.7% |