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 5-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 | $4,926 | $72,400-93.2% | $67,502-92.7% | $145,922-96.6% |
| Participation rate | 28.6% | 76.9%-48.3pp | 72.9%-44.3pp | 80.3%-51.7pp |
| Annual return | 10.12% | 7182.46%-7172.3pp | 3512.12%-3502.0pp | 561.29%-551.2pp |
| Employer contribution / active EE | $449 | $3,069-85.4% | $2,731-83.6% | $4,660-90.4% |
| Participant deferral / active EE | $1,458 | $4,783-69.5% | $4,000-63.5% | $6,688-78.2% |
| Admin fee / account holder | $40,477 | $5,539+630.8% | $3,998+912.5% | $13,397+202.1% |