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 | $28,882 | $86,286-66.5% | $111,297-74.0% | $85,850-66.4% |
| Participation rate | 47.8% | 73.3%-25.6pp | 77.3%-29.5pp | 69.3%-21.5pp |
| Annual return | 12.20% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,171 | $2,043-42.7% | $2,731-57.1% | $2,565-54.3% |
| Participant deferral / active EE | $1,686 | $3,641-53.7% | $4,487-62.4% | $3,952-57.3% |
| Admin fee / account holder | $1,521 | $8,188-81.4% | $7,964-80.9% | $6,260-75.7% |