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 | $13,746 | $98,750-86.1% | $149,696-90.8% | $79,858-82.8% |
| Participation rate | 54.9% | 75.8%-20.9pp | 82.5%-27.6pp | 69.6%-14.7pp |
| Annual return | 35.65% | 27.43%+8.2pp | 276.60%-240.9pp | 31.71%+3.9pp |
| Employer contribution / active EE | $1,738 | $3,216-46.0% | $4,644-62.6% | $2,471-29.7% |
| Participant deferral / active EE | $2,635 | $5,680-53.6% | $6,842-61.5% | $3,740-29.6% |
| Admin fee / account holder | $873 | $6,053-85.6% | $9,309-90.6% | $5,306-83.6% |