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 | $7,956 | $84,695-90.6% | $73,843-89.2% | $125,391-93.7% |
| Participation rate | 46.7% | 76.8%-30.1pp | 73.4%-26.8pp | 83.2%-36.5pp |
| Annual return | -1.84% | 3123.53%-3125.4pp | 2267.84%-2269.7pp | 282.22%-284.1pp |
| Employer contribution / active EE | $345 | $3,123-89.0% | $2,787-87.6% | $4,866-92.9% |
| Participant deferral / active EE | $817 | $3,992-79.5% | $3,583-77.2% | $5,352-84.7% |
| Admin fee / account holder | $4,815 | $5,691-15.4% | $4,880-1.3% | $9,540-49.5% |