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 | $11,459 | $53,127-78.4% | $86,590-86.8% | $70,131-83.7% |
| Participation rate | 18.0% | 65.3%-47.3pp | 73.5%-55.5pp | 69.5%-51.5pp |
| Annual return | 35.00% | 27.66%+7.3pp | 964.84%-929.8pp | 73.14%-38.1pp |
| Employer contribution / active EE | $521 | $2,068-74.8% | $2,839-81.6% | $2,342-77.8% |
| Participant deferral / active EE | $951 | $2,696-64.7% | $3,609-73.6% | $3,332-71.4% |
| Admin fee / account holder | $365 | $3,585-89.8% | $4,906-92.6% | $4,645-92.1% |