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 8-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 | $11,440 | $53,822-78.7% | $75,696-84.9% | $85,850-86.7% |
| Participation rate | 42.9% | 69.1%-26.2pp | 74.8%-32.0pp | 69.3%-26.5pp |
| Annual return | 15.71% | 24.54%-8.8pp | 104.53%-88.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $529 | $2,017-73.8% | $2,743-80.7% | $2,565-79.4% |
| Participant deferral / active EE | $1,289 | $2,895-55.5% | $3,821-66.3% | $3,952-67.4% |
| Admin fee / account holder | $556 | $3,343-83.4% | $3,619-84.6% | $6,260-91.1% |