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 | $11,360 | $99,020-88.5% | $86,590-86.9% | $147,584-92.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 18.49% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.1pp |
| Employer contribution / active EE | $2,753 | $3,132-12.1% | $2,839-3.0% | $4,876-43.5% |
| Participant deferral / active EE | $7,882 | $3,972+98.4% | $3,609+118.4% | $5,439+44.9% |
| Admin fee / account holder | $1,521 | $5,710-73.4% | $4,906-69.0% | $10,885-86.0% |