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 | $3,245 | $56,053-94.2% | $75,972-95.7% | $80,856-96.0% |
| Participation rate | 23.1% | 62.0%-39.0pp | 69.1%-46.0pp | 67.6%-44.6pp |
| Annual return | 41.60% | 20.53%+21.1pp | 359.55%-318.0pp | 35.59%+6.0pp |
| Employer contribution / active EE | $729 | $1,874-61.1% | $2,685-72.8% | $2,755-73.5% |
| Participant deferral / active EE | $1,940 | $3,052-36.4% | $4,255-54.4% | $4,296-54.8% |
| Admin fee / account holder | $6,137 | $5,234+17.3% | $6,467-5.1% | $6,918-11.3% |