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 4-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 | $18,926 | $80,968-76.6% | $96,544-80.4% | $75,163-74.8% |
| Participation rate | 43.6% | 71.8%-28.2pp | 76.0%-32.4pp | 67.2%-23.6pp |
| Annual return | 26.39% | 27.06%-0.7pp | 25.84%+0.5pp | 160.62%-134.2pp |
| Employer contribution / active EE | $1,046 | $2,282-54.1% | $2,965-64.7% | $2,670-60.8% |
| Participant deferral / active EE | $2,131 | $3,928-45.8% | $4,851-56.1% | $4,125-48.3% |
| Admin fee / account holder | $891 | $6,724-86.7% | $8,252-89.2% | $5,651-84.2% |