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 | $9,371 | $176,377-94.7% | $134,143-93.0% | $158,922-94.1% |
| Participation rate | 19.0% | 78.7%-59.7pp | 72.2%-53.1pp | 82.0%-62.9pp |
| Annual return | 12.39% | 63.63%-51.2pp | 36.33%-23.9pp | 302.83%-290.4pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $171 | $4,091-95.8% | $3,499-95.1% | $5,982-97.1% |
| Admin fee / account holder | $1,322 | $8,718-84.8% | $6,684-80.2% | $11,246-88.2% |