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 6-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 | $25,115 | $136,791-81.6% | $133,956-81.3% | - |
| Participation rate | 67.7% | 70.8%-3.2pp | 79.8%-12.2pp | - |
| Annual return | 28.77% | 9.25%+19.5pp | 45.09%-16.3pp | - |
| Employer contribution / active EE | $2,919 | $2,431+20.1% | $3,919-25.5% | - |
| Participant deferral / active EE | $4,987 | $3,586+39.1% | $5,048-1.2% | - |
| Admin fee / account holder | $1,951 | $8,409-76.8% | $8,927-78.1% | - |