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 | $17,973 | $176,377-89.8% | $134,143-86.6% | $158,922-88.7% |
| Participation rate | 52.9% | 78.7%-25.8pp | 72.2%-19.2pp | 82.0%-29.0pp |
| Annual return | 5.32% | 63.63%-58.3pp | 36.33%-31.0pp | 302.83%-297.5pp |
| Employer contribution / active EE | $680 | $5,040-86.5% | $3,704-81.6% | $4,761-85.7% |
| Participant deferral / active EE | $1,556 | $4,091-62.0% | $3,499-55.5% | $5,982-74.0% |
| Admin fee / account holder | $3,029 | $8,718-65.3% | $6,684-54.7% | $11,246-73.1% |