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 7-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 | $19,417 | $81,900-76.3% | $119,609-83.8% | $68,494-71.7% |
| Participation rate | 51.8% | 71.9%-20.1pp | 79.3%-27.5pp | 67.9%-16.1pp |
| Annual return | -15.70% | -23.82%+8.1pp | -14.97%-0.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,216 | $2,693-54.8% | $4,232-71.3% | $2,596-53.2% |
| Participant deferral / active EE | $3,078 | $4,148-25.8% | $5,602-45.1% | $4,027-23.6% |
| Admin fee / account holder | $2,259 | $6,582-65.7% | $10,323-78.1% | $5,403-58.2% |