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 | $20,625 | $91,538-77.5% | $129,995-84.1% | $75,163-72.6% |
| Participation rate | 66.7% | 71.4%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 19.49% | -631.11%+650.6pp | -137.18%+156.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,890 | $2,845-33.6% | $4,320-56.3% | $2,670-29.2% |
| Participant deferral / active EE | $4,008 | $4,341-7.7% | $5,820-31.1% | $4,125-2.9% |
| Admin fee / account holder | $1,694 | $6,790-75.1% | $10,614-84.0% | $5,651-70.0% |