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 | $12,136 | $46,674-74.0% | $117,472-89.7% | $68,494-82.3% |
| Participation rate | 43.3% | 56.8%-13.4pp | 70.6%-27.3pp | 67.9%-24.6pp |
| Annual return | -15.70% | -14.52%-1.2pp | 29.74%-45.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,478 | $1,505-1.8% | $4,176-64.6% | $2,596-43.1% |
| Participant deferral / active EE | $2,532 | $2,636-4.0% | $4,070-37.8% | $4,027-37.1% |
| Admin fee / account holder | $2,852 | $4,020-29.1% | $5,645-49.5% | $5,403-47.2% |